What Stewardship Actually Looks Like Month To Month
Most agencies call it a “maintenance retainer.” Some call it “monitoring.” A few of the fancier ones call it “digital operations.” We call it stewardship, which started as a brand decision and ended up being an accurate description of what the work actually is. Here’s exactly what we do, month by month.
Most agencies call it a “maintenance retainer.” Some call it “monitoring.” A few of the fancier ones call it “digital operations.” We call it stewardship, which started as a brand decision and ended up being an accurate description of what the work actually is.
A lot of clients don’t really know what they’re buying when they sign a retainer. The proposals are vague on purpose. “Up to X hours of support per month.” “Includes security updates and performance monitoring.” “Ad-hoc content updates as needed.” The language is designed to sound like value without committing to anything specific, which is fine until month four when the client is wondering what they’re paying for.
So here’s what we actually do. Month by month. Written out plainly, so there’s no mystery.
The baseline, every month, without fail
Every site we steward gets the same baseline of care, regardless of how big the retainer is. These aren’t the sexy items. They’re the ones that keep the lights on.
WordPress core, theme, and plugin updates. On a staging environment first. We run through the site after updates to make sure nothing broke. We don’t push to production until we’ve verified the site still works. This takes about two hours per site per month, more if a major WordPress release lands or if a plugin update introduces a breaking change.
Security scans. We run Wordfence or equivalent on every site. We review the scan reports. We investigate anything that looks suspicious, which usually turns out to be nothing but occasionally turns out to be something, and we’d rather be the ones to catch it.
Uptime monitoring. This is automated and runs 24/7. If a site goes down, we get a text message. The response time is usually under fifteen minutes if it happens during the day, longer at 3 AM, but the automated recovery often brings it back before we have to intervene. We review the uptime reports monthly and investigate any patterns.
Backups. Our hosting handles the primary backups, but we also keep offsite copies for every site we steward. If the hosting provider has a bad day, we can restore from somewhere else. This has saved exactly one client in twenty years. That one client would tell you it was worth it.
Performance monitoring. We run Lighthouse and PageSpeed on every stewarded site monthly, record the numbers, and flag any site that’s trending in the wrong direction. Performance creep is real. Sites that were fast at launch slowly accumulate weight over time. Catching it early is way easier than fixing it in a crisis.
SSL certificate renewals. Most of these are automatic now, but we verify. An expired SSL certificate takes a site offline in a very visible way.
Analytics review. We look at the top-line numbers for every site monthly. Traffic, top pages, obvious anomalies. We’re not writing a report. We’re just making sure nothing weird is happening that the client should know about.
That’s the baseline. Every month. Every site. Non-negotiable.
The variable work
On top of the baseline, there’s variable work that depends on what the client actually needs. This is where the “up to X hours” language in most retainers comes in.
For our clients, that variable work typically includes:
Content updates. Someone sends us the new press release and asks us to post it. Someone needs a staff bio updated. Someone wants to swap a hero photo. These are small, frequent, and they are 100% of the work that most clients can see. Which is why most clients think stewardship is just content updates. It isn’t, but we do them.
Small design or layout changes. The homepage CTA isn’t converting; can we try a different button color. The services page needs a new section added. The footer needs a new link. These are bigger than content updates but smaller than projects.
Feature additions. A new form. A new integration. A new page template for a new type of content. If these get big enough, they graduate from stewardship into their own scoped projects, but most of them land in the gray zone and we handle them in-flight.
Problem solving. The contact form stopped sending. The images on one page aren’t showing up on mobile. The newsletter signup is throwing an error on Safari. These are the ones that come in with “URGENT” in the subject line, and they’re the reason stewardship exists.
Advice. This is the one that doesn’t show up in most retainers but should. Clients ask us questions. Should they switch email providers. Should they move hosting. Should they finally retire the old subdomain nobody uses. Would it make sense to add a podcast page. We answer. Sometimes the answer is “we can do that for you.” Sometimes the answer is “don’t do that at all.” Either way, having someone to ask is worth something.
What a typical month looks like
Here’s a representative month, pulled from our logs, on a mid-sized nonprofit site.
- Baseline tasks (updates, scans, backups, performance review): 3 hours
- Four small content updates (new staff bio, press release, event listing, homepage photo swap): 2 hours
- Fixed a bug where a form was double-submitting: 1 hour
- Added a new section to the services page: 2 hours
- Advised on a question about their email newsletter integration: 30 minutes
- Monthly check-in call with the client: 30 minutes
That’s nine hours. On a retainer of ten hours per month, we end up with one hour of margin, which we use the next month if a bigger thing comes up.
Some months are quieter. Some months are busier. Over the course of a year, it averages out. We don’t bill clients for hours we didn’t use, but we do carry a running balance so they can use the margin when they need it.
What stewardship isn’t
A few things worth being clear about, because clients ask us these.
It isn’t a full rebuild in disguise. If what the client actually needs is a new site, we tell them. Stewardship is for maintaining and improving the existing site, not for making it fundamentally different.
It isn’t 24/7 emergency response. We respond fast during business hours. Outside business hours, we respond when we can. If a client needs true 24/7 coverage, they need a different arrangement, and we’re honest about that during scoping.
It isn’t a line of credit. The hours in the retainer don’t roll over forever. They roll over for a month or two to handle lumpiness, and then they expire. We tell clients this upfront. The retainer is a commitment on both sides: we commit to being available, they commit to actually using the time or losing it.
It isn’t marketing. We don’t write content for the client. We publish content the client writes. If what the client needs is a content partner, that’s a different engagement with a different team.
Why we call it stewardship
The word matters more than it looks like it matters. Maintenance implies you’re keeping something from falling apart. Monitoring implies you’re watching for problems. Operations implies infrastructure. None of those are quite right.
Stewardship means you’re responsible for the thing. You’re taking care of it the way you’d take care of something you built. You’re thinking about its future. You’re not just reacting when something breaks. You’re paying attention over time, catching things early, and making it a little better month by month.
That’s actually what we do. Calling it anything else would be marketing. We’d rather just tell you what you’re buying.
That's the whole trail report.
— The Period Three Crew
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