Maintenance Plan Template

The Maintenance Plan provides Support personnel with the information necessary to maintain an IT system effectively. This document defines the support environment, roles and responsibilities, and scheduled activities essential to support and maintenance.

Use this template to:

  • Define the support environment, roles & responsibilities, maintenance activities.
  • Monitor the system for continued performance and provide the necessary system modifications.
  • Identify the support environment, including the development, maintenance, and target host environments.
  • Provide information on the procedures necessary for developers to maintain the software.
  • Track tasks in the Maintenance Tracking, Server Maintenance and Maintenance Log spreadsheets.

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This Maintenance Plan template includes a 19 page template in MS Word™ format, which can be easily modified for your next project.

Screenshots

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Project Stakeholders’ Approval Page

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Chapter 1, Executive Summary

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Chapter 2, System Details

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Chapter 3, Support Environment

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Chapter 4, Project Team

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Chapter 5, Management Approach

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Chapter 5.4, Constraints

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Chapter 6, Technical Approach

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Chapter 7, Maintenance Procedures

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Chapter 8, Database Maintenance Procedure

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Table of Contents

1 Executive Summary
1.1 Background
1.2 Objectives
1.3 Scope
1.4 Relationship to Other Plans

2 System Details
2.1 System Organization
2.2 Details
2.2.1 Security
2.2.2 Points of Contact
2.2.3 Authorized Usage

3 Support Environment
3.1 Equipment Environment
3.1.1 Computer Hardware
3.1.2 Facilities
3.2 Support Software
3.3 Storage Requirements

4 Project Team
4.1 Roles and Responsibilities
4.2 Training

5 Management Approach
5.1 Priorities
5.2 Schedule
5.3 Tasks
5.4 Constraints
5.5 Assumptions
5.6 Dependencies

6 Technical Approach
6.1 Types of Maintenance Activities
6.2 Configuration Management
6.3 Risk Assessment
6.4 Testing
6.5 System Protection
6.6 Special Processes
6.7 Maintenance Reports
6.8 Documentation
6.9 Quality Assurance Activities

7 Maintenance Procedures
7.1 Consolidated Unit List
7.2 Maintenance Procedure for Software Unit [x]
7.2.1 Description
7.2.2 Conventions
7.2.3 Verification Procedures
7.2.4 Error Conditions
7.3 Maintenance Procedure for Software Unit [x]
7.4 Maintenance Procedure for Software Unit [x]

8 Database Maintenance Procedure
8.1 Database [x]
8.1.1 General Characteristics
8.1.1.1 Permanency
8.1.1.2 Storage
8.1.1.3 Restrictions
8.1.2 Organization and Detailed Description

9 Appendix A

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and 3 Free Excel templates

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Maintenance Tasks

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Maintenance Log

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Server Maintenance Checklist

What’s included in the template pack

The template is in Microsoft Word format and can be downloaded online for only $9.99. The template pack includes the following documents:

Maintenance Plan Template 19 pages Download Word template
Maintenance Tasks 1 worksheet Download your template
Maintenance Log 1 worksheet Download your template
Server Maintenance Checklist 1 worksheet Download your template

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Secure Online Order Form Secure Online Order Form

Supports Word 97, Word 2000, Word 2003, Word 2007

Q: What file formats are the templates?

A: Microsoft Word.

Q: How soon can I download them?

A: You can download the files instantly. After you pay online, you are automatically sent to a page where you can download the template online.

Q: What is the End User License Agreement?

A: You can read the License Agreement here

Q: How can I contact you?

A: You can contact us here

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  3. Conversion Plan Template
  4. Action Plan Template
  5. Configuration Management Plan Template

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