Keeping a business website alive: the monthly checklist

A website does not stay healthy on its own. Eighteen checks worth running monthly, grouped by what they protect, and the three that get skipped.

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The short answer

A website does not stay healthy by itself. Certificates expire, dependencies age, forms silently stop delivering, access lists grow, backups quietly fail. The checklist below is the monthly round, in five groups. Most items take minutes when done monthly and days when discovered after a year. The three items that get skipped are marked; start there.

The checklist

GroupCheckWhy
AvailabilityUptime monitor alerts reviewed; any downtime explainedKnow what happened and why
Certificate expiry dates checked on every domain and subdomainExpired certificates block visitors
Domain renewal dates confirmed, auto-renew on, payment method validExpired domains take the site and email down
DNS records reviewed for changes and leftoversStale records become security risks
SecurityFramework, dependency and platform updates applied through previewKnown vulnerabilities closed
Security headers and HTTPS configuration re-testedRegressions after changes are common
Access review: who can log in to hosting, domain, site, analyticsFormer staff and agencies linger for years
Two-factor confirmed on every account that supports itAccount takeovers start with a password alone
DataBackup restore actually performed on one siteAn untested backup is a hope
Backup coverage confirmed: content, configuration, media, database if anyPartial backups are discovered during restores
Every form submitted as a test, delivery confirmed to the right inbox or CRMForms fail silently and cost leads for months
Performance and searchReal-user speed metrics compared with last monthRegressions after content or script changes
Search console errors, coverage and security issues reviewedIndexing problems and hacks show up here first
Broken links and 404 reports checkedLost visitors and lost rankings
Sitemap and structured data validatedSearch visibility depends on them
ContinuityDocumentation of the setup updated with any changeThe next person can take over
Third-party services reviewed: still used, still paid, still in your nameZombie subscriptions and unowned accounts
Report written: what was checked, dates, results, actionsProof, not promises

The three that get skipped

  1. Restore a backup. Not check that one exists; restore it somewhere and open the result. Skip it and you discover, on the day you need it, that the backup was incomplete or unreadable.
  2. Test every form end to end. Submit each one, confirm the message arrived where it should, confirm the auto-reply went out. Forms break when email providers change policies, when spam filters tighten, when a plugin updates.
  3. Review access. List every person and service with access to hosting, domain, website admin and analytics. Remove everyone who should not be there. Turn on two-factor for the rest.

What this means for you

Ask your partner for their monthly checklist and last month’s completed run. If you maintain your own site, run the three items above this week; they take an hour and find most of the expensive problems. Then put the whole list on the first Monday of each month, with an owner, and keep the reports. A website that is checked monthly rarely surprises anyone.

Written by the CivSec S.M.A.R.T team

We build and run websites, software and AI systems for businesses. We write about what we see in that work, in plain language, and we update articles when things change.

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Frequently asked questions

Do static websites need this too?

Less of some items, all of others. No plugin updates and no database, so the security and update work shrinks. Monitoring, backups of content and configuration, form delivery, DNS, certificates, access reviews and renewals apply to every site regardless of how it is built.

Can we run this checklist ourselves?

Parts of it, if someone owns it and has the access and the habit. The failure mode is not ability; it is the month it gets skipped, then the next. If nobody in the business will do it on the first Monday of every month for years, it belongs with a partner.

How long does the monthly run take?

For a well-built site with monitoring in place, a couple of hours including the report. For a neglected site, the first run takes days, because every item finds something. After that it settles.