Analytics Delivery & Production Playbook — Pipeline Checklist

{ "Title": "Analytics Pipeline Readiness Checklist", "IntroductionHtml": "

Use this interactive checklist to standardize the path from prototype to production. For each area, record pass/fail, the responsible owner, and brief evidence or a link. Saving the checklist produces a persistent record to reduce handoff surprises and make ownership and acceptance criteria explicit.

", "SubmitLabel": "Save Checklist", "SuccessMessage": "Checklist saved. You can return to update or review this record.", "DataType": "analytics-pipeline-checklist", "SchemaVersion": 1, "Fields": [ { "Key": "overall_readiness", "Type": "select", "Label": "Overall readiness", "HelpText": "High-level assessment of pipeline readiness for production", "Required": true, "Options": [ { "Value": "ready", "Label": "Ready for production" }, { "Value": "needs_work", "Label": "Needs work before deploy" }, { "Value": "blocked", "Label": "Blocked — cannot deploy" } ] }, { "Key": "planned_deployment_date", "Type": "text", "Label": "Planned deployment date", "HelpText": "Planned go-live date (YYYY-MM-DD) or 'TBD'", "Required": false }, { "Key": "sc_requirements_pass", "Type": "yesno", "Label": "Source control and code review complete?", "HelpText": "Are code and configuration stored in source control and peer-reviewed per team policy?", "Required": true }, { "Key": "sc_owner", "Type": "text", "Label": "Owner — source control", "HelpText": "Person responsible for code review and repo hygiene (name or role)", "Required": false }, { "Key": "sc_evidence", "Type": "textarea", "Label": "Evidence / link — source control", "HelpText": "Link to PR, review notes, branch policy, or brief evidence", "Required": false }, { "Key": "tests_validation_pass", "Type": "yesno", "Label": "Automated tests and data validation gates passed?", "HelpText": "Unit tests, integration tests, CI validation, and data quality checks", "Required": true }, { "Key": "tests_owner", "Type": "text", "Label": "Owner — tests & validation", "HelpText": "Person or role owning automated tests and validation gates", "Required": false }, { "Key": "tests_evidence", "Type": "textarea", "Label": "Evidence / link — tests", "HelpText": "CI build link, test reports, schema validation results, sample diffs", "Required": false }, { "Key": "perf_security_pass", "Type": "yesno", "Label": "Performance and security checks completed?", "HelpText": "Load/perf testing, resource sizing, and security scan results", "Required": true }, { "Key": "perf_security_owner", "Type": "text", "Label": "Owner — performance & security", "HelpText": "Person or role responsible for perf/security validation", "Required": false }, { "Key": "perf_security_evidence", "Type": "textarea", "Label": "Evidence / link — perf & security", "HelpText": "Links to test reports, vulnerability scans, or mitigation notes", "Required": false }, { "Key": "deploy_smoke_pass", "Type": "yesno", "Label": "Deployment checklist and post-deploy smoke tests passed?", "HelpText": "Have deployment steps been validated and basic smoke tests executed?", "Required": true }, { "Key": "deploy_smoke_owner", "Type": "text", "Label": "Owner — deployment & smoke tests", "HelpText": "Person or role responsible for deployment run and smoke verification", "Required": false }, { "Key": "deploy_smoke_evidence", "Type": "textarea", "Label": "Evidence / link — deployment", "HelpText": "Deployment run logs, smoke test results, or runbook reference", "Required": false }, { "Key": "runbook_created", "Type": "yesno", "Label": "Handoff runbook created and reviewed?", "HelpText": "Does the operations runbook include rollback steps, ownership, and escalation contacts?", "Required": true }, { "Key": "runbook_owner", "Type": "text", "Label": "Owner — runbook / handoff", "HelpText": "Person responsible for maintaining the runbook", "Required": false }, { "Key": "runbook_link", "Type": "text", "Label": "Runbook link or location", "HelpText": "URL or path to runbook, SOP, or operational documentation", "Required": false }, { "Key": "acceptance_criteria_met", "Type": "yesno", "Label": "Acceptance criteria met?", "HelpText": "Have the agreed acceptance criteria (accuracy, latency, coverage, business checks) been satisfied?", "Required": true }, { "Key": "rollback_plan_exists", "Type": "yesno", "Label": "Rollback plan exists and tested?", "HelpText": "Is there a documented and tested rollback or mitigation plan?", "Required": true }, { "Key": "monitoring_alerts_configured", "Type": "yesno", "Label": "Monitoring and alerts configured?", "HelpText": "Are observability checks, SLIs, and alerts configured for the analytics product?", "Required": true }, { "Key": "post_deploy_verification_notes", "Type": "textarea", "Label": "Post-deploy verification notes", "HelpText": "Planned smoke-check cadence, owner for immediate post-deploy checks, and quick verification steps", "Required": false }, { "Key": "reviewer_name", "Type": "text", "Label": "Reviewer name", "HelpText": "Who reviewed and approved this checklist?", "Required": false }, { "Key": "review_date", "Type": "text", "Label": "Review date", "HelpText": "Date of this checklist review (YYYY-MM-DD)", "Required": false }, { "Key": "additional_notes", "Type": "textarea", "Label": "Additional notes / follow-up actions", "HelpText": "Capture outstanding items, remediation tasks, or links to issue trackers", "Required": false } ] }