Maintenance Plan Template, Checklist, Log (MS Word/Excel)

You can use this Maintenance Plan template to provide Tech Support personnel with the information necessary to maintain IT systems effectively. 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.

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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.

Maintenance Plan Template: Screenshots

This Maintenance Plan template also defines the support environment, roles and responsibilities, and scheduled activities essential to support and maintenance. It also tracks tasks in the Maintenance Tracking, Server Maintenance and Maintenance Log spreadsheets and provide information on the procedures necessary for developers to maintain the software.

Here are some sample screenshots of the Maintenance Plan template:

 

Maintenance Plan Template

Maintenance Plan Template: Approval Page

Maintenance Plan Template

Maintenance Plan Template: Chapter 1, Executive Summary

Maintenance Plan Template

Maintenance Plan Template: Chapter 2, System Details

Maintenance Plan Template

Maintenance Plan Template: Chapter 3, Support Environment

Maintenance Plan Template

Maintenance Plan Template: Chapter 4, Project Team

Maintenance Plan Template

Maintenance Plan Template: Chapter 5, Management Approach

Maintenance Plan Template

Maintenance Plan Template: Chapter 5.4, Constraints

Maintenance Plan Template

Maintenance Plan Template: Chapter 6, Technical Approach

Maintenance Plan Template

Maintenance Plan Template: Chapter 7, Maintenance Procedures

Maintenance Plan Template

Maintenance Plan Template: Chapter 8, Database Maintenance Procedure

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Maintenance Plan Template: 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

3 Free Maintenance Plan Excel templates

Maintenance Tasks

Maintenance Log

 Server Maintenance Checklist

Maintenance Plan Template: Contents & Format

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

3 x Maintenance Plan Templates 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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Product Specifications

File Format: The templates are in Microsoft Word  (.docx) and Microsoft Excel (.xlsx) format.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

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I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

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The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.

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Read How to Pay with Your Credit Card (Instead of PayPal) here.

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As we’re in Europe, there may be a time difference when getting back to you.

Again, if there are any problems, just let me know.

Regards,

Ivan Walsh

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