Social Engineering Phishing Assessment Methodology

The Social Engineering Phishing Assessment conducted by Risksols is a targeted security evaluation designed to test an organization’s human layer of defense—its employees—by simulating real-world phishing attacks in a controlled, ethical, and measured manner. The objective is to identify vulnerabilities in staff awareness, evaluate the effectiveness of existing cybersecurity training programs, and help organizations build a culture of vigilance against social engineering threats.

This assessment begins with a planning phase, where Risksols works closely with key stakeholders to define the scope, objectives, and acceptable risk level for the campaign. This includes identifying target departments, user groups (such as executives, HR, or finance staff), and determining the type of phishing scenarios to be tested—ranging from basic credential harvesting attempts to more sophisticated spear-phishing emails containing malicious links or attachments. Risksols ensures that all test parameters are clearly outlined, and that safety mechanisms are in place to prevent unintended consequences.

In the reconnaissance phase, Risksols gathers publicly available information (OSINT) about the target organization and its employees, such as job titles, email formats, company news, and social media activity. This intelligence is used to craft convincing, context-specific phishing emails that resemble real-world threats. The emails may appear to come from trusted vendors, internal departments, or even known colleagues, leveraging psychological manipulation techniques like urgency, fear, reward, or authority to increase the likelihood of user interaction.