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Runbook 01 — Cloud Red Team Methodology

Use this runbook to plan and execute an authorized Cloud Red Team engagement in a controlled enterprise or training environment.

A Cloud Red Team operation is not simply:

Find Cloud Vulnerability
Exploit It

The objective is to simulate how a realistic adversary could move through a cloud environment while answering:

Can Initial Access
Be Achieved?
Can Cloud Identity
Be Compromised?
Can Privileges
Be Escalated?
Can the Adversary
Move Laterally?
Can Persistence
Be Established?
Can Sensitive Resources
Be Reached?
Will Security Controls
Detect the Activity?
Can the Organization
Respond Effectively?

The methodology is:

Authorization
Intelligence
Initial Access
Identity
Privilege
Lateral Movement
Persistence
Objective
Detection Validation
Evidence
Cleanup
Reporting

Cloud Red Teaming must always be:

Authorized
Objective Driven
Controlled
Evidence Based
Reversible
Detection Aware

The goal is not maximum exploitation.

The goal is:

Minimum Necessary
Adversary Simulation
+
Maximum Defensive
Learning

Use this runbook:

  • before an enterprise cloud red team exercise.

  • during authorized adversary simulation.

  • when validating cloud attack paths.

  • when testing cloud identity defenses.

  • when evaluating privilege escalation controls.

  • when testing cross-service lateral movement.

  • when validating cloud security monitoring.

  • when conducting purple team exercises.

  • when assessing cloud incident-response readiness.

  • when validating an enterprise cloud security architecture.

The methodology can be adapted to:

AWS
Microsoft Azure
Google Cloud
Kubernetes
Hybrid Cloud
Multi-Cloud

The exact techniques will vary.

The methodology remains:

Identity
Control Plane
Workloads
Data
Trust Relationships

Before starting, obtain:

Rules of Engagement
Authorized Scope
Cloud Accounts /
Subscriptions /
Projects
Permitted Identities
Permitted Techniques
Prohibited Techniques
Testing Window
Emergency Contacts
Stop Conditions
Detection Objectives
Cleanup Requirements

Create:

01 Engagement_Profile.md
02 Rules_of_Engagement.md
03 Scope_Register.csv
04 Identity_Register.csv
05 Asset_Register.csv
06 Attack_Surface_Map.md
07 Attack_Path_Register.csv
08 Operation_Log.csv
09 Detection_Register.csv
10 Evidence_Register.csv
11 Cleanup_Register.csv
12 Findings_Register.csv
13 Red_Team_Assessment_Summary.md

Before performing any activity, confirm:

Who Authorized
the Engagement?
What Environment
Is Authorized?
When Is Testing
Authorized?
Which Techniques
Are Authorized?

No active operation should begin without authorization.

Create:

02 Rules_of_Engagement.md

Document:

Engagement Name
Business Owner
Technical Owner
Red Team Lead
Blue Team Contact
Testing Window
Cloud Providers
Authorized Accounts
Authorized Regions
Permitted Techniques
Prohibited Techniques
Communication Process
Emergency Stop Procedure

Create:

03 Scope_Register.csv

Recommended fields:

Asset Provider Type Environment Status Restrictions

Potential scope may include:

AWS Accounts
Azure Subscriptions
GCP Projects
Kubernetes Clusters
Cloud Applications
Cloud Identities
Development Environments

Step 4 — Identify Out-of-Scope Resources

Section titled “Step 4 — Identify Out-of-Scope Resources”

Explicitly record:

Production Databases
Customer Data
Safety-Critical Systems
Billing Systems
Third-Party SaaS
Shared Infrastructure

where applicable.

Use:

DO NOT TEST

for excluded resources.

Every operation should answer a security question.

Examples:

Can a Compromised
Developer Identity Reach
Production Resources?
Can an Attacker
Escalate from a Low-Privilege
Cloud Identity?
Can a Compromised
Workload Reach Sensitive
Cloud Services?
Will the SOC Detect
Suspicious Cloud
Identity Activity?

For each objective define:

Starting Position
Target State
Success Criteria
Stop Condition

Example:

Starting Position
Compromised
Developer Identity
Target
Sensitive Production
Storage
Success
Demonstrate Authorized
Read Capability Against
Synthetic Test Object
Stop
Do Not Access
Production Data

Step 7 — Identify Relevant Threat Actors

Section titled “Step 7 — Identify Relevant Threat Actors”

Model realistic adversaries such as:

External Attacker
Compromised Developer
Malicious Insider
Compromised Workload
Compromised CI/CD Identity
Supply Chain Attacker

Example:

Threat Actor
External Attacker
Initial Capability
Leaked Development
Credential
Objective
Reach Production
Cloud Resources

This prevents the engagement from becoming:

Random
Security Testing

Phase 5 — Build the Cloud Attack Surface

Section titled “Phase 5 — Build the Cloud Attack Surface”

Map:

Identity Plane
Control Plane
Network Plane
Compute Plane
Application Plane
Data Plane
Management Plane

Create:

05 Asset_Register.csv

with:

Asset Type Environment Identity Exposure Sensitivity

Create:

06 Attack_Surface_Map.md

Example:

Internet
Public Application
Cloud Workload
├── Workload Identity
Cloud IAM
├── Storage
├── Database
├── Secrets
└── Compute

Create:

04 Identity_Register.csv

Record:

Identity Type Environment Privilege Trust Notes

Identity types may include:

Human User
Service Account
Service Principal
IAM Role
Managed Identity
Workload Identity
CI/CD Identity
Kubernetes Service Account

Step 13 — Identify Privileged Identities

Section titled “Step 13 — Identify Privileged Identities”

Look for identities controlling:

IAM
Security Controls
Networking
Secrets
Compute
Storage
Logging

Pay particular attention to:

Service Accounts
Workload Roles
Automation Identities
CI/CD Credentials

because enterprise environments frequently contain:

Human Identity
Automation Identity
Cloud Privilege

Examples:

User
↓ assumes
Cloud Role
Application
↓ uses
Managed Identity
CI/CD
↓ deploys
Cloud Workload
Kubernetes Pod
↓ assumes
Cloud Identity

Important boundaries include:

Internet
Cloud Workload
User
Privileged Role
Development
Production
Kubernetes
Cloud IAM
CI/CD
Cloud Control Plane

Phase 8 — Establish Initial Access Scenario

Section titled “Phase 8 — Establish Initial Access Scenario”

Step 17 — Select Authorized Initial Access

Section titled “Step 17 — Select Authorized Initial Access”

Possible starting conditions:

Compromised Test Credential
Low-Privilege Cloud Account
Developer Identity
Compromised Test Workload
Test API Credential

Do not acquire real credentials outside the engagement rules.

Example:

Identity:
redteam-developer
Environment:
Development
Privilege:
Low
Initial Access:
Authorized Test Credential

Determine what the starting identity legitimately can access.

Record:

Identity
Effective Permissions
Accessible Services
Accessible Resources
Trust Relationships

The baseline answers:

What Could
the Identity Do
Before Testing?

Without this, privilege escalation cannot be demonstrated accurately.

Create:

07 Attack_Path_Register.csv

Use:

ID Start Technique Target Expected Control Status

Example:

| AP-01 | Developer | Role assumption | Production Role | Trust policy | Candidate |

Example:

Because the developer
identity can interact with
a deployment service,
I believe it may be able
to influence a workload
that possesses stronger
cloud permissions.

Another:

Because a workload
can assume a cloud role,
I believe compromise
of that workload may
provide access to resources
outside its intended
security boundary.

Step 23 — Validate the Starting Identity

Section titled “Step 23 — Validate the Starting Identity”

Confirm:

Credential Works
Expected Identity
Expected Environment
Expected Permissions

Do not expand activity yet.

Create an operation entry:

OP-001
Initial Access Established
Identity:
redteam-developer
Environment:
Authorized Lab
Result:
Successful

Step 25 — Enumerate Current Identity Context

Section titled “Step 25 — Enumerate Current Identity Context”

Determine:

Who Am I?
Which Tenant /
Account /
Project?
Which Roles?
Which Permissions?
Which Sessions?

Look for authorized relationships such as:

Assume Role
Impersonation
Managed Identity
Service Account
Workload Identity
Delegated Permission

The objective is not:

Try Every
Identity

It is:

Identify
Plausible
Privilege Paths

Phase 14 — Privilege Escalation Assessment

Section titled “Phase 14 — Privilege Escalation Assessment”

Look for paths involving:

Identity Administration
Role Assignment
Policy Modification
Workload Modification
Credential Management
Automation Control
Deployment Control
Can the Current
Identity Influence
Something More
Privileged?

This is often more important than asking:

Is the Current
Identity an Admin?

Cloud privilege may occur indirectly.

Example:

Low-Privilege User
Can Modify
Deployment
Deployment Uses
Privileged Identity
Effective Privilege
Expansion

Model:

Direct Permission
+
Influence Over
Privileged Resource

Phase 16 — Validate Privilege Escalation Minimally

Section titled “Phase 16 — Validate Privilege Escalation Minimally”

If an authorized path is identified:

Current Identity
Controlled Action
Higher Privilege

validate only enough to prove:

Privilege Boundary
Can Be Crossed

Do not unnecessarily use the resulting privilege.

From the current position, identify authorized:

Cloud Accounts
Subscriptions
Projects
Workloads
Clusters
Services
Identities

Examples:

Identity A
Role B
Account B
Workload A
Managed Identity
Service B
Kubernetes Pod
Cloud Identity
Storage

Pay special attention to:

Development
Production
Tenant A
Tenant B
Cloud A
Cloud B
Kubernetes
Cloud Control Plane

These represent major enterprise security boundaries.

Step 31 — Identify Potential Persistence Mechanisms

Section titled “Step 31 — Identify Potential Persistence Mechanisms”

At a conceptual level, persistence could involve:

Additional Identity
Credential
Role Assignment
Application Registration
Automation
Workload Configuration

Only perform persistence actions explicitly authorized by the Rules of Engagement.

Where possible:

Identify
Persistence Path
Demonstrate
Controlled Capability
Do Not Establish
Long-Lived Persistence

Defense-evasion validation should focus on:

Would the Existing
Monitoring Detect
the Activity?

not:

How Can We
Disable Security?

Prefer controlled validation against:

Logging
Alerting
Correlation
SOC Procedures

Phase 21 — Command-and-Control Simulation

Section titled “Phase 21 — Command-and-Control Simulation”

If C2 simulation is explicitly authorized, define:

Approved Infrastructure
Approved Protocol
Approved Destination
Approved Time Window
Expected Detection

Do not establish uncontrolled or persistent C2 infrastructure.

The goal is:

Detection
Validation

Step 33 — Identify High-Value Data Paths

Section titled “Step 33 — Identify High-Value Data Paths”

Examples:

Object Storage
Databases
Secrets
Backups
Analytics
Configuration

Where possible use:

redteam-test-object.txt
synthetic-customer-record
test-secret

rather than production data.

Once authorized access is proven:

Access One
Synthetic Object
Capture Evidence
Stop

Translate technical capability into business context.

Instead of:

Storage Access

document:

A compromised developer
identity could traverse the
identified trust path and
reach a storage service
classified as production.

But clearly distinguish:

Demonstrated
Potential
Not Tested

Create:

09 Detection_Register.csv

with:

Activity Expected Telemetry Expected Alert Observed Status

Examples:

Unusual Role Assumption
Privileged API Call
Cross-Account Access
Sensitive Storage Access
New Identity Activity

For each authorized red team action ask:

Was It Logged?
Where?
Was It Correlated?
Was an Alert Generated?
Did the SOC Receive It?
Was It Investigated?

Phase 26 — Detection Outcome Classification

Section titled “Phase 26 — Detection Outcome Classification”

Use:

Detected
Logged but Not Alerted
Alerted but Not Investigated
Investigated
Blocked
Not Visible

This creates significantly more defensive value than simply:

Attack Worked

Where appropriate:

Red Team Action
Blue Team Observation
Telemetry Review
Detection Gap
Detection Improvement
Retest

Create:

08 Operation_Log.csv

Use:

Time Operator Identity Action Target Result Evidence

Every important operation should be traceable.

Create:

10 Evidence_Register.csv

Evidence may include:

Cloud Audit Events
Redacted CLI Output
Screenshots
API Responses
Permission Evidence
Detection Events
SOC Alerts

For an attack path:

Evidence/
└── AP-001/
├── 01-starting-position.txt
├── 02-permission-baseline.txt
├── 03-path-validation.txt
├── 04-target-access.txt
├── 05-detection-evidence.txt
└── 06-timeline.md

Remove:

Passwords
Access Keys
Tokens
Secrets
Private Keys
Production Data
Customer Information

from reports and learning artifacts.

For each confirmed path create:

Initial Access
Developer Identity
Permission / Trust
Deployment Control
Privileged Workload
Workload Identity
Sensitive Cloud Service
Synthetic Data

At each transition document:

Expected Control
Observed Control
Control Result

Example:

Developer
Production Role
Expected Control:
Trust restriction
Observed:
Restriction effective
Result:
Attack path blocked

Blocked paths are valuable results.

Create:

12 Findings_Register.csv

Use:

ID Attack Path Control Failure Impact Detection Status

Do not turn every observation into a vulnerability.

Useful categories include:

Identity Governance
Excessive Privilege
Trust Relationship
Workload Identity
Network Segmentation
Secret Management
Logging
Detection
Incident Response

Phase 36 — Attack Path vs Individual Finding

Section titled “Phase 36 — Attack Path vs Individual Finding”

A red team engagement should show relationships.

Example:

Finding 01
Excessive Developer Permission
Finding 02
Privileged Workload Identity
Finding 03
Weak Environment Boundary
Attack Path
Developer
Production Data

This is more useful than presenting three disconnected issues.

Document:

Initial Position
Number of Security
Boundaries Crossed
Privileges Obtained
Target Reached
Detection Events

Example:

Developer Credential
↓ 1
Deployment Service
↓ 2
Privileged Workload
↓ 3
Production Storage

Ask:

Where Could
One Control
Have Broken
the Entire Path?

Potential choke points:

Conditional Access
IAM Trust Policy
Workload Identity
Network Boundary
Secret Management
Service Control Policy
Detection Rule

These are often the most valuable remediation opportunities.

Document whether the path was affected by:

Least Privilege
MFA
Conditional Access
Network Controls
Organization Policies
Workload Isolation
Secrets Controls

Assess:

Cloud Audit Logging
SIEM
Cloud-Native Detection
Identity Monitoring
Workload Detection
SOC Alerting

Determine whether defenders could:

Identify Identity
Understand Activity
Revoke Credentials
Disable Sessions
Isolate Workload
Contain Account
Investigate Timeline

This produces:

Prevent
Detect
Respond

coverage.

Immediately stop an operation if:

Unexpected Production
Impact Occurs
Customer Data Appears
Out-of-Scope Resources
Are Reached
Service Availability
Is Affected
Unapproved Persistence
Occurs
Unapproved Privilege
Is Obtained
Emergency Contact
Requests Stop

If the objective is:

Can Developer Identity
Reach Production Storage?

and the authorized test proves:

Synthetic Production
Object Read

then:

Objective Proven
Collect Evidence
Stop

Do not continue accessing additional objects.

Every red team operation must include cleanup.

Create:

11 Cleanup_Register.csv

Use:

Resource Created By Purpose Cleanup Action Verified

Review:

Test Users
Temporary Roles
Temporary Policies
Test Keys
Test Tokens
Test Workloads
Test Files
Temporary Rules
Test Infrastructure

Do not assume deletion succeeded.

Verify:

Artifact Removed
Permission Removed
Credential Revoked
Temporary Infrastructure
Destroyed

Any credentials created for the engagement should be:

Revoked
Rotated
Deleted

as appropriate after testing.

Do not remove legitimate:

Audit Logs
Security Alerts
SOC Cases

created by the exercise unless explicitly required.

These are valuable evidence.

Phase 49 — Build Final Attack Path Register

Section titled “Phase 49 — Build Final Attack Path Register”

Update:

07 Attack_Path_Register.csv

with:

Confirmed
Blocked
Partially Confirmed
Not Tested
Rejected

Phase 50 — Create Final Assessment Summary

Section titled “Phase 50 — Create Final Assessment Summary”

Create:

13 Red_Team_Assessment_Summary.md

Use:

# Cloud Red Team Assessment Summary
## Engagement
## Objective
## Scope
## Threat Model
## Starting Position
## Cloud Environments
## Identities Assessed
## Attack Surface
## Confirmed Attack Paths
## Blocked Attack Paths
## Privilege Escalation Paths
## Lateral Movement Paths
## Persistence Opportunities
## Business Impact
## Preventive Controls
## Detection Results
## Response Results
## Evidence
## Cleanup Status
## Findings
## Strategic Recommendations
## Overall Conclusion

Use:

Initial Access
Identity Context
Permission Discovery
Trust Relationships
Privilege Escalation
Lateral Movement
Persistence Opportunity
Target Resource
Controlled Impact
Detection Validation
Cleanup
Compromised Identity
Current Permissions
Influence Over Resource
Resource Identity
Additional Permissions
Sensitive Resource
Application
Workload
Workload Identity
Cloud API
Sensitive Service
Developer
Repository / Pipeline
Deployment
Workload
Deployment Identity
Cloud Environment
Pod
Service Account
Workload Identity
Cloud IAM
Cloud Service
Account A Identity
Trust Relationship
Role in Account B
Resource in Account B
Red Team Activity
Cloud Audit Log
Security Analytics
Detection Rule
Alert
SOC
Investigation
Containment

At every stage ask:

Did the Chain
Continue?

Every confirmed attack path should answer:

Where Did
We Start?
What Permission
Did We Have?
What Boundary
Was Crossed?
Which Control
Failed?
What Capability
Was Gained?
What Business
Asset Was Reached?
Was It Detected?
What Evidence
Proves It?

Common Failure 1 — Starting Without an Objective

Section titled “Common Failure 1 — Starting Without an Objective”

Avoid:

Enumerate Everything
Try Everything
Escalate Everywhere

Use:

Threat Scenario
Objective
Attack Path

Common Failure 2 — Treating Enumeration as Red Teaming

Section titled “Common Failure 2 — Treating Enumeration as Red Teaming”

Enumeration produces:

Information

Red teaming evaluates:

Attack Paths
Security Controls
Detection
Response

Common Failure 3 — Focusing Only on Network Paths

Section titled “Common Failure 3 — Focusing Only on Network Paths”

Cloud attacks frequently follow:

Identity
API
Trust
Service

rather than traditional:

Host
Network
Host

Common Failure 4 — Ignoring Non-Human Identities

Section titled “Common Failure 4 — Ignoring Non-Human Identities”

Do not focus only on users.

Modern cloud environments depend heavily on:

Service Accounts
Roles
Managed Identities
Workload Identities
CI/CD Identities

Common Failure 5 — Privilege Equals Admin

Section titled “Common Failure 5 — Privilege Equals Admin”

An identity does not need:

Administrator

to create a high-impact attack path.

The more useful question is:

What Can
This Identity
Influence?

Common Failure 6 — Ignoring Indirect Permissions

Section titled “Common Failure 6 — Ignoring Indirect Permissions”

Remember:

Can Modify
Privileged Resource
Potential Indirect
Privilege

depending on the resource and controls.

Common Failure 7 — Ignoring Environment Boundaries

Section titled “Common Failure 7 — Ignoring Environment Boundaries”

A path from:

Development
Production

may be more important than privilege escalation within development.

Use:

Synthetic Data

wherever possible.

Do not use unnecessary production data to demonstrate impact.

Common Failure 9 — Disabling Security Controls

Section titled “Common Failure 9 — Disabling Security Controls”

Cloud red team exercises should usually validate defensive controls rather than destroy them.

Prefer:

Can We
Trigger Detection?

over:

Can We
Turn Detection Off?

Never create:

Identity
Credential
Role
Workload
Policy

without knowing:

Who Will
Remove It?

Common Failure 11 — Reporting Only Vulnerabilities

Section titled “Common Failure 11 — Reporting Only Vulnerabilities”

A red team report should include:

Successful Controls
Blocked Paths
Detection Successes
Response Successes

as well as weaknesses.

Common Failure 12 — Reporting Only Technical Details

Section titled “Common Failure 12 — Reporting Only Technical Details”

Executives need:

Starting Position
Attack Path
Business Asset
Business Impact
Control Failure
Recommended Choke Point

not only API events.

Before closing the engagement confirm:

[ ] Written authorization confirmed
[ ] Rules of engagement reviewed
[ ] Scope validated
[ ] Exclusions documented
[ ] Objectives defined
[ ] Threat model established
[ ] Starting position documented
[ ] Cloud assets mapped
[ ] Identities mapped
[ ] Trust relationships mapped
[ ] Baseline permissions recorded
[ ] Attack hypotheses created
[ ] Privilege paths assessed
[ ] Lateral movement assessed
[ ] Persistence opportunities reviewed
[ ] Sensitive access used only as authorized
[ ] Detection telemetry reviewed
[ ] SOC response reviewed
[ ] Operation log maintained
[ ] Evidence collected
[ ] Sensitive information redacted
[ ] Stop conditions followed
[ ] Cleanup completed
[ ] Cleanup independently verified
[ ] Attack paths documented
[ ] Findings registered
[ ] Assessment summary completed

This runbook is complete when you can clearly explain:

Where the
Adversary Started
Which Identity
Was Compromised
Which Permissions
Were Available
Which Trust
Relationships Existed
Which Security
Boundaries Were Crossed
Which Privileges
Were Obtained
Which Resources
Were Reached
Which Controls
Blocked the Attack
Which Activities
Were Detected
How the Organization
Responded
Which Controls Would
Break the Attack Path

Use:

Authorization
Rules of Engagement
Threat Model
Objectives
Initial Position
Cloud Mapping
Identity Mapping
Trust Mapping
Attack Hypotheses
Initial Access
Privilege Escalation
Lateral Movement
Persistence Assessment
Objective Validation
Detection Validation
Response Validation
Evidence
Cleanup
Reporting

Remember:

Cloud Red Teaming
Cloud Pentesting

A penetration test primarily asks:

What Is
Vulnerable?

A red team exercise asks:

Can a Realistic
Adversary Achieve
a Defined Objective?

Remember:

Permission
Effective Privilege

because:

Permission
+
Trust
+
Resource Influence
+
Identity Relationships
=
Effective Attack Surface

Also:

Successful Attack
Successful Red Team

A successful engagement provides:

Attack Path
+
Preventive Control
Assessment
+
Detection Validation
+
Response Validation
+
Actionable Remediation

The professional mindset is:

Do Not Ask Only:
"Can I Exploit This?"
Ask:
"Which Security Boundary
Does This Represent?"
"Can I Cross It?"
"Would Defenders See It?"
"Can They Respond?"
"What Single Control
Could Break This Path?"

At completion, archive:

01 Engagement_Profile.md
02 Rules_of_Engagement.md
03 Scope_Register.csv
04 Identity_Register.csv
05 Asset_Register.csv
06 Attack_Surface_Map.md
07 Attack_Path_Register.csv
08 Operation_Log.csv
09 Detection_Register.csv
10 Evidence_Register.csv
11 Cleanup_Register.csv
12 Findings_Register.csv
13 Red_Team_Assessment_Summary.md

This runbook establishes the overall:

Cloud Red Team
Operating Methodology

The next runbook moves deeper into:

Identity Relationships
Trust Relationships
Privilege Paths
Workload Identities
Cross-Account Access
Cross-Environment Movement
Attack Graphs
Security Choke Points

➡️ Runbook 02 — Enterprise Cloud Attack Path Assessment

The transition is:

Runbook 01
Cloud Red Team
Methodology
Runbook 02
Enterprise Cloud
Attack Path Assessment

➡️ Next: Runbook 02 — Enterprise Cloud Attack Path Assessment