Maintenance Plan Template

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.

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

Contents & Format

The templates are in Microsoft Word and Excel format.

The template pack includes the following documents:

• 3 x Maintenance Plan Templates 19 pages
• Maintenance Tasks 1 worksheet
• Maintenance Log 1 worksheet
• Server Maintenance Checklist