Predictive Model Validation & Deployment Checklist

{ "Title": "Predictive Model Validation & Deployment Checklist", "IntroductionHtml": "

Use this checklist to verify readiness before releasing a predictive model to production. Mark each item, add evidence or links, assign an owner, and capture a final sign‑off. This record can be used for audits, post‑mortems, and to trigger deployment when conditions are met.

", "SubmitLabel": "Save checklist", "SuccessMessage": "Checklist saved. Use this record for audits and to trigger deployment when ready.", "DataType": "predictiveModelValidationChecklist", "SchemaVersion": 1, "Fields": [ {"Key": "model_name", "Label": "Model name / ID", "FieldType": "text", "HelpText": "Name or identifier for the model and artifact (repository tag, artifact id).", "Required": true}, {"Key": "model_version", "Label": "Model version", "FieldType": "text", "HelpText": "Version, commit hash, or artifact id.", "Required": true}, {"Key": "owner", "Label": "Responsible owner (person or team)", "FieldType": "text", "HelpText": "Person or team responsible for deployment and post-deploy monitoring.", "Required": true}, {"Key": "expected_deploy_date", "Label": "Planned deployment date", "FieldType": "text", "HelpText": "YYYY-MM-DD or sprint/iteration.", "Required": false}, {"Key": "risk_level", "Label": "Estimated business / operational risk", "FieldType": "select", "Options": [{"Value": "low", "Label": "Low"}, {"Value": "medium", "Label": "Medium"}, {"Value": "high", "Label": "High"}], "HelpText": "Estimate before deployment."}, {"Key": "overall_readiness", "Label": "Overall readiness", "FieldType": "scale", "HelpText": "1 = Not ready, 5 = Ready to deploy", "Required": true}, {"Key": "data_leakage_check", "Label": "Data leakage checks completed", "FieldType": "yesno", "HelpText": "Have you ruled out target leakage (temporal or feature leakage) between training and test sets?"}, {"Key": "data_leakage_evidence", "Label": "Evidence / notes for data leakage check", "FieldType": "textarea", "HelpText": "Link to tests, notebooks, or results (describe test method)."}, {"Key": "validation_split", "Label": "Backtest & holdout validation performed", "FieldType": "yesno", "HelpText": "Temporal backtest, out-of-time holdout, or cross-validation appropriate to the use case performed?"}, {"Key": "validation_evidence", "Label": "Validation evidence / metrics", "FieldType": "textarea", "HelpText": "Describe datasets, time windows, performance on holdout, and relevant metrics (AUC, RMSE, lift, etc.)."}, {"Key": "calibration_check", "Label": "Calibration & reliability assessed", "FieldType": "yesno", "HelpText": "For probabilistic outputs, has calibration been evaluated and corrected if needed?"}, {"Key": "calibration_evidence", "Label": "Calibration evidence", "FieldType": "textarea", "HelpText": "Provide calibration plots, Brier score, isotonic/logistic calibration steps or notes."}, {"Key": "fairness_check", "Label": "Fairness & bias scans completed", "FieldType": "yesno", "HelpText": "Bias scans for protected groups and subgroup performance checks completed?"}, {"Key": "fairness_evidence", "Label": "Fairness evidence / mitigation steps", "FieldType": "textarea", "HelpText": "Metrics, subgroup performance, chosen mitigations, and link to fairness report."}, {"Key": "feature_provenance", "Label": "Feature provenance & drift analysis", "FieldType": "yesno", "HelpText": "Are feature sources, transformations and upstream changes documented and is drift analysis performed?"}, {"Key": "feature_evidence", "Label": "Feature provenance notes", "FieldType": "textarea", "HelpText": "Data lineage links, feature store references, and expected change frequency."}, {"Key": "monitoring_hooks", "Label": "Monitoring hooks and alerts configured", "FieldType": "yesno", "HelpText": "Are production metrics (input data, model outputs, model performance, and business KPIs) instrumented with alert thresholds?"}, {"Key": "monitoring_evidence", "Label": "Monitoring config / dashboard links", "FieldType": "textarea", "HelpText": "Where are dashboards, alert thresholds, and escalation plans documented?"}, {"Key": "performance_checks", "Label": "Production latency & throughput checks", "FieldType": "yesno", "HelpText": "Has the model been load-tested and validated against expected SLOs (latency, throughput, resource usage)?"}, {"Key": "performance_evidence", "Label": "Performance evidence", "FieldType": "textarea", "HelpText": "Latency p95, throughput targets, resource profile, and test scripts or reports."}, {"Key": "deployment_plan", "Label": "Shadow and canary deployment plan in place", "FieldType": "yesno", "HelpText": "Is there a plan for shadowing, canarying, or staged rollout and a clear metric set for judging canary health?"}, {"Key": "deployment_evidence", "Label": "Deployment plan details", "FieldType": "textarea", "HelpText": "Canary traffic percentages, duration, metrics to watch, and rollback windows."}, {"Key": "rollback_criteria", "Label": "Rollback criteria & automated rollback configured", "FieldType": "yesno", "HelpText": "Are explicit rollback triggers defined and are automated or manual rollback procedures tested?"}, {"Key": "rollback_evidence", "Label": "Rollback details / runbook links", "FieldType": "textarea", "HelpText": "Metric thresholds, who performs rollback, and runbook links."}, {"Key": "retraining_cadence", "Label": "Retraining cadence & data refresh strategy defined", "FieldType": "yesno", "HelpText": "Are triggers for retraining defined, and are pipelines available to retrain and validate new models?"}, {"Key": "retraining_evidence", "Label": "Retraining notes", "FieldType": "textarea", "HelpText": "Retrain frequency, data windows, validation required for a new model, and model promotion criteria."}, {"Key": "compliance_review", "Label": "Security, privacy & compliance review completed", "FieldType": "yesno", "HelpText": "Any required privacy impact assessment, security review, or regulatory checks performed and documented?"}, {"Key": "compliance_evidence", "Label": "Compliance evidence", "FieldType": "textarea", "HelpText": "Links to reviews, approvals, or exceptions."}, {"Key": "open_items", "Label": "Open items or known risks", "FieldType": "textarea", "HelpText": "List unresolved issues or residual risks to monitor after deployment."}, {"Key": "final_signoff", "Label": "Final sign-off (name & role)", "FieldType": "text", "HelpText": "Name and role of person authorizing deployment.", "Required": true}, {"Key": "additional_notes", "Label": "Additional notes", "FieldType": "textarea", "HelpText": "Anything else to record (mitigations, stakeholders to notify, related change requests)."} ] }