Checklists

Fine-Tuning & Custom Models implementation checklist

This checklist provides a technical roadmap for moving fine-tuned models from experimental notebooks to production-ready inference environments, focusing on data integrity, training efficiency, and deployment stability.

Progress0 / 25 complete (0%)

Data Preparation and Validation

0/5
  • Schema Validation

    critical

    Verify that every training example strictly follows the target model's prompt format (e.g., ChatML, Alpaca, or Llama-3-Instruct) to prevent formatting-induced performance degradation.

  • Deduplication and Cleaning

    critical

    Run a fuzzy matching script to remove near-duplicate entries in the training set that can cause overfitting on specific phrases.

  • Token Length Audit

    critical

    Calculate the token count for every example using the target tokenizer to ensure no samples exceed the model's maximum context length during training.

  • PII Scrubbing

    critical

    Execute a regex or NLP-based scanner to identify and remove Personally Identifiable Information (PII) from the training corpus to meet compliance standards.

  • Distribution Balancing

    recommended

    Verify that the dataset contains a representative ratio of edge cases and common queries to prevent the model from becoming biased toward high-frequency patterns.

Training Configuration and PEFT

0/5
  • LoRA Rank and Alpha Selection

    recommended

    Document the choice of LoRA rank (r) and alpha; ensure alpha is typically set to 2x the rank to maintain scaling stability.

  • Gradient Accumulation Tuning

    critical

    Set gradient accumulation steps to achieve an effective batch size that balances training stability with available VRAM limits.

  • Checkpointing Strategy

    recommended

    Configure the training pipeline to save checkpoints based on validation loss rather than step count to capture the best performing weights.

  • Quantization Verification (QLoRA)

    recommended

    If using QLoRA, verify that the 4-bit NormalFloat (NF4) data type is utilized to maximize memory efficiency without significant precision loss.

  • Loss Curve Monitoring

    critical

    Integrate Weights & Biases or MLflow to track training vs. validation loss in real-time to detect early-stage divergence or overfitting.

Evaluation and Benchmarking

0/5
  • Hold-out Set Performance

    critical

    Test the final adapter against a 10-20% hold-out set that the model never saw during training or hyperparameter tuning.

  • Base Model Regression Testing

    critical

    Run the fine-tuned model against a set of general-purpose prompts to ensure that domain-specific tuning hasn't caused 'catastrophic forgetting' of basic reasoning.

  • Deterministic Output Check

    recommended

    Run the same prompt through the model multiple times at temperature 0 to ensure output consistency for structured data tasks.

  • Human-in-the-Loop Review

    recommended

    Conduct a blind A/B test where domain experts rank outputs from the fine-tuned model against the base model or previous versions.

  • Latency Benchmarking

    critical

    Measure Time To First Token (TTFT) and tokens per second (TPS) across different batch sizes to define production hardware requirements.

Deployment and Serving

0/5
  • Adapter Merging

    critical

    Decide between merging LoRA weights into the base model for faster inference or keeping them separate for multi-tenant adapter swapping.

  • Inference Engine Optimization

    recommended

    Validate the model's compatibility with optimized engines like vLLM, TGI, or TensorRT-LLM to maximize throughput.

  • Quantization for Production

    recommended

    Evaluate the performance impact of converting the final model to AWQ or GGUF formats to reduce VRAM footprint in production.

  • Health Check Implementation

    critical

    Configure a liveness and readiness probe that verifies the model is loaded in VRAM and responding to a simple 'ping' prompt.

  • Cold Start Mitigation

    optional

    Implement a warm-up strategy for new pods to prevent initial request timeouts while weights are being loaded from storage to GPU memory.

Governance and Monitoring

0/5
  • Model Lineage Tracking

    critical

    Store a manifest file with the model binary linking it to the specific dataset version, commit hash of training code, and hyperparameter log.

  • Inference Cost Tracking

    recommended

    Set up monitoring for token usage per API key or user to calculate the unit economics of the custom model deployment.

  • Drift Detection Pipeline

    optional

    Establish a process to collect production logs for periodic comparison against the training distribution to identify when retraining is necessary.

  • License Compliance Audit

    critical

    Verify that the base model's license (e.g., Llama 3 Community License) allows for the intended commercial use and distribution of the fine-tuned weights.

  • Fallback Logic

    recommended

    Implement an automated fallback to a larger foundation model or a previous stable version if the fine-tuned model returns an error or low-confidence score.