Free Website Maintenance Plan Template
A website maintenance plan covers onboarding tasks, scheduled updates, backups and restore testing, monitoring and incident response, and renewals and admin.
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A client’s site runs fine until the day it doesn’t, and “maintenance” only feels real when someone can point to what got checked, what got logged, and what happens when an update breaks or the site drops overnight. This website maintenance plan runs the work as a project board, so the routine jobs and the emergency steps sit in one place instead of living in someone’s head. The board uses Raleway headings over Roboto body text, with a paperwork red and slate blue palette that reads like status and accountability, not drama.
The board moves from Onboard and configure through Renewals and admin, with the day to day work in between: staging-first update checks, malware and file integrity scans, backup verification, and restore drills. Each column breaks the work into cards with specific actions, so a buyer can see the difference between “we’ll maintain it” and “we’ll test updates on staging, roll back on failure, and restore from backup when needed”... without wading through a long narrative document.
- Onboard and configure Covers the initial setup work, including hosting provisioning, DNS and SSL/TLS configuration, staging workflow, backups, and a first restore test.
- Scheduled maintenance Tracks the update cycle on staging first, then production deployment, rollback steps, and security checks like malware scans and file integrity.
- Backups and restore testing Keeps backup verification and restore drills visible, so backups don’t exist only as a checkbox.
- Monitoring and incident response Holds the actions that start with an alert and end with a fix, rollback, restore, or malware cleanup.
- Renewals and admin Puts certificate, domain, and DNS renewals alongside maintenance reporting and upgrade compatibility checks.
Once the template’s in your workspace, you add your own dates (the board keeps the order of work, not a calendar) and assign the cards to whoever’s responsible using tasks. The result is a maintenance runbook you can actually work from, with renewals, monitoring, backups, and incident response captured as repeatable steps.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
5 columns carrying 20 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Onboard and configure | The column holds the setup cards, from DNS and SSL/TLS configuration through staging, backup retention, and an initial restore test.
|
Scheduled maintenance | The column carries the staging update checks, test-and-record steps, production deployment, and rollback and security scan actions.
|
Backups and restore testing | The column covers daily backup verification and a full restore drill to confirm recovery actually works.
|
Monitoring and incident response | The column captures uptime monitoring and the steps for investigating alerts, fixing issues, restoring from backup, and cleaning malware.
|
Renewals and admin | The column includes SSL/TLS, domain, and DNS renewal checks, plus maintenance reporting and compatibility checks for planned upgrades.
|
What happens when you install it
- A project is created with its board, 5 columns and 20 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Web studios, WordPress freelancers, and managed hosting providers who need a repeatable way to run ongoing site care across client sites.
Questions about this project template
What should a website maintenance plan include?
A website maintenance plan usually includes onboarding and setup tasks, scheduled update and security checks, backups with restore testing, monitoring and incident response, and renewals and admin. The goal is a clear list of actions, not a vague promise of “maintenance.”
If an update breaks the site, do you roll it back?
A maintenance workflow should spell out how failed updates get handled, including rollback and incident logging. This board includes rollback steps tied to backups, so the response is written down as part of the run of work.
How often should backups run, and do you need to test restores?
Backups need both completion checks and periodic restore drills, because an untested backup can fail when you need it most. This template includes daily backup verification and a full restore drill step.
What happens if the website goes down at night or on the weekend?
An incident response plan should start with monitoring and alerts, then move into investigation, fix, and restore or rollback steps. This board includes uptime alert investigation and restore actions as part of the incident response column.
Do website maintenance plans cover domain, DNS, and SSL renewals?
Many site maintenance plans include renewals and admin because expiry issues can take a site offline just as surely as a bad update. This board includes SSL/TLS sweeps and domain and DNS review and renewal checks.
Is a website maintenance plan a contract or a project plan?
A website maintenance plan can be either, depending on what you need to communicate. This template is a project board, so it’s built to run the work as tasks moving through columns rather than a document you send for signature.
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