January 21, 2025
Red Team Operations: 5 Phases of Engagement
Red team operations follow a structured five-phase approach—planning, reconnaissance, attack simulation, reporting, and remediation—ensuring organizations stay resilient against evolving threats.
TABLE OF CONTENTS
Key Takeaways
Key Takeaways
  • Red teaming simulates real-world attacks to uncover weaknesses, test defenses, and improve an organization’s ability to prevent, detect, and respond to threats. 
  • Red team operations follow a structured, 5-phase approach that allows organizations to conduct realistic cybersecurity exercises while minimizing disruptions and ensuring continuous improvement. 

Traditional cyber security measures, which typically focus on securing a defined perimeter, can improve an organization’s security posture, but they’re insufficient in today’s complex threat landscape due to the proliferation of remote work, cloud-based systems, and increasingly sophisticated attack methods. 

Today, cybersecurity is based on the Zero Trust principle, where no user or device is automatically trusted, regardless of its location. Instead, access is continuously verified and restricted based on contextual factors like user identity, location, and device security posture. 

To keep pace with evolving threats, organizations must move beyond static defenses and adopt a proactive, continuous improvement mindset. Integrating red team operations into a Zero Trust framework allows organizations to expose hidden vulnerabilities and test how well their defenses withstand real-world attacks. 

While attack simulations are crucial to red teaming, the process requires careful planning and execution to run smoothly. This strategic, hands-on process is the ultimate test of an organization’s resilience against adversaries. It requires a detailed blueprint providing safeguards for the process. 

In this guide, we’ll explain what red team operations are and describe their phases in detail. Whether you want to uncover vulnerabilities, test your incident response, or simply stay one step ahead of evolving threats, this guide will help you understand how red team operations can be a game-changer for your organization’s security strategy.

What Are Red Team Operations?

Red team testers discussing testing
Photo by Desola Lanre-Ologun from Unsplash

A red team operation is a manual process where ethical hackers mimic adversaries in simulated attacks. In cyber security, red teaming assesses the resilience of multiple systems and networks. Unlike penetration testing, red team operations address a broader scope, potentially spotting issues that traditional security measures might miss. 

Ultimately, red team operations help identify vulnerabilities, test defenses, and improve the organization's ability to prevent, detect, and respond to cyber threats. Organizations often design unique red team operations for each exercise, but these components are standard in all red teams:

  • Objective-based testing: Red team operations focus on specific objectives, such as gaining unauthorized access to sensitive data, disrupting services, or testing incident response capabilities.
  • Cross-disciplinary skills: Red teams are typically composed of professionals with expertise in cyber security, ethical hacking, penetration testing, physical security, and social engineering.
  • Thorough testing: Unlike standard penetration testing, red team operations evaluate the effectiveness of technology, people, and processes.

The Role of Red Team Operations in Securing Generative AI Platforms

Generative AI platforms introduce unique security challenges, including adversarial attacks, model poisoning, and data leakage. Red team operations help organizations evaluate the resilience of their AI systems against such threats by simulating real-world attack scenarios. This enables security teams to identify vulnerabilities before they can be exploited by malicious actors. 

One of the primary roles of red team operations is to identify vulnerabilities in generative AI systems. As these platforms often rely on complex neural networks, it’s essential to conduct thorough assessments to discover potential flaws, such as: 

  • Data poisoning: Attackers may attempt to manipulate the training data to influence the model’s output. 
  • Model extraction: Adversaries might reverse-engineer the AI model to replicate its capabilities without authorization. 
  • Adversarial inputs: Inputs designed to deceive the AI can lead to harmful or inappropriate outputs. 

5 Phases of Engagement in Red Team Operations

Red team operations team standing at a desk
Photo by LinkedIn Sales Solutions from Unsplash

Red team exercises can accidentally disrupt operations without proper guardrails. That’s why it’s crucial for all red team operations to follow a comprehensive, structured methodology. These key phases allow red team operations to conduct realistic simulations without causing actual harm to the organization. 

1. Planning and Preparation

The first phase focuses on defining the objectives of the red team engagement, defining the scope of work, and allocating necessary resources. 

  • Defining your objectives: This involves collaboration between the red team and stakeholders to establish clear goals. Organizations might want to assess specific threats, test incident response capabilities, or evaluate policies and procedures. 
  • Scoping: Before the simulation starts, every red team operation needs a defined scope. This phase brings together all stakeholders to agree on specific test goals. It also includes rules of engagement (ROE) that define what is and isn’t in the red team's scope. 
  • Allocating resources: Effective preparation requires proper resource allocation, including personnel, tools, and time. The red team gathers necessary tools and teams up with other relevant departments to ensure a smooth operation. 

2. Reconnaissance

At this stage, the red team conducts reconnaissance, collecting as much information about their target and identifying potential vulnerabilities. 

  • Gathering information: Once planning is complete, the red team enters the reconnaissance phase, where intelligence gathering is crucial. This involves an extensive search for information about the target, using both passive and active techniques. The goal is to identify potential vulnerabilities and entry points.
  • Analyzing Open Source Intelligence (OSINT): Red teams rely heavily on OSINT, which involves analyzing publicly available information like social media profiles, company websites, and domain registries. The red team will also map the target’s infrastructure by identifying assets, including IP addresses, domains, networks, and possible attack vectors.  

3. Attack Simulation

With ample information at hand, red teams move to the attack simulation phase. This phase includes attacks like phishing campaigns, exploiting vulnerable apps, and even overriding physical security measures.

Some organizational defenses will block the red team’s attack simulations—and that’s a good thing. However, red teams are creative and known for breaking through these defenses.

  • Exploiting vulnerabilities: The red team uses its ethical hacking skills to gain unauthorized entry into the target systems. Unlike penetration testing, red team testing uses various methods to gain access to multiple systems, mimicking the tactics, techniques, and procedures (TTPs) of real-world adversaries to understand how attackers could breach security. 
  • Lateral movement: Once initial access is gained, red teams often simulate lateral movement within the network, attempting to access further sensitive data or systems. This phase reveals how securely structured the network is and if current defenses are effective against internal threats. 

4. Reporting 

Red team operations meeting
Photo by Jason Goodman from Unsplash

After the attack simulation is complete, the red team reports on its findings. The team often holds a debriefing with leaders to discuss the results and offer more details about suggested improvements.

  • Documentation of findings: The red team prepares a detailed report that outlines every step taken, the vulnerabilities exploited, and the implications of the findings. Since the purpose of red teaming is to improve an organization’s defenses, this report is crucial for helping stakeholders understand and prioritize system fixes. 
  • Recommendations: In addition to outlining vulnerabilities, the report should also include actionable recommendations for remediation. These suggestions range from technical solutions, such as patching software, to policy changes affecting organizational culture. 

5. Remediation and Follow-up

The final stage of the red team operation is remediation and follow-up.

  • Mitigation strategies: Companies implement the recommended changes to strengthen security. This may require stakeholders to prioritize vulnerabilities based on severity and potential impact, allocating resources to address the most critical areas first. 
  • Continuous improvement: Engagement doesn’t end with reporting. Follow-up is vital for ensuring that organizations adopt a culture of continuous improvement. This could involve conducting training sessions, enhancing monitoring capabilities, or planning subsequent red team engagements to test any changes made.  

Prepare for Future Threats with Mindgard

Red teams play a vital role in strengthening cyber security. However, they need structure and strong guardrails to prevent unintended business disruptions. Ensure your red team operations go through these five phases to stay ahead of evolving threats and build robust, adaptive security frameworks. 

Ready to strengthen your organization’s defenses and outsmart potential threats? Partner with Mindgard for cutting-edge AI red teaming. Book a demo now to take the first step to a more secure infrastructure.

Frequently Asked Questions

Are red team operations disruptive to everyday business?

With proper planning, red team operations are minimally disruptive. Rules of Engagement (RoE) define boundaries to ensure critical systems remain operational while providing valuable insights into potential vulnerabilities.

What types of threats can red team operations simulate?

Red team operations can simulate various threats to mimic adversaries, including phishing attacks, ransomware deployment, insider threats, physical breaches, data exfiltration, and advanced persistent threats (APTs).

What is the typical duration of a red team operation?

Red team operations can last anywhere from a few weeks to several months, depending on their scope, complexity, and objectives. Longer engagements allow for more comprehensive simulations and deeper insights, although it can take longer to report these findings.