Fine-Tune, Retrieve, or Redesign?
Fine-tuning is an intervention, not a milestone. Begin with the failure.
Diagnose the missing ingredient
Section titled “Diagnose the missing ingredient”| Failure | First intervention |
|---|---|
| Current or private facts are missing | retrieval or a tool |
| Output syntax is inconsistent | constrained structured output |
| Arithmetic or exact lookup fails | deterministic tool |
| The task is too broad | decomposition |
| Good answers exist but are inconsistent | examples, optimization, or fine-tuning |
| Style or terminology is wrong | examples or SFT/LoRA |
| Preferences are subtle | preference data and DPO-like methods |
| Base capability is absent | stronger base model, tools, or product limit |
| Latency/cost is too high | routing, distillation, quantization, or smaller model |
Do not train facts that change daily. Retrieve them.
Establish the untuned baseline
Section titled “Establish the untuned baseline”Freeze:
- base model artifact;
- harness and prompt versions;
- development and held-out evals;
- inference parameters;
- quality, cost, latency, and safety metrics.
Training without a baseline can produce a model that feels more specialized while regressing important slices.
Data is the actual product
Section titled “Data is the actual product”Every example needs:
- task and input;
- desired behavior;
- provenance and permission;
- quality status;
- slice tags;
- deduplication identity;
- relationship to eval cases;
- reason it belongs.
Separate:
- training;
- development;
- held-out test;
- grader calibration;
- red-team cases.
Near-duplicates across splits create misleading scores.
Harvest traces carefully
Section titled “Harvest traces carefully”Harness traces are valuable because they contain failures, repairs, tool calls, and verified outcomes. They are also dangerous: they can contain secrets, user data, incorrect model text, and grader errors.
Create a curation pipeline:
candidate traces → policy and consent filter → redact → deduplicate → verify outcome → classify behavior → human review sample → dataset versionNever train directly on every “successful” production run. Success may be mislabeled.
Distillation
Section titled “Distillation”Use a stronger teacher or successful harness to generate demonstrations for a smaller student. Retain:
- the original task distribution;
- verified final answer;
- intermediate rationale only if appropriate and safe;
- tool trajectory when teaching tool behavior;
- teacher and harness versions.
The student should be evaluated independently on held-out cases. Distillation can transfer a task strategy; it does not guarantee general frontier capability.
Synthetic data with adversarial variation
Section titled “Synthetic data with adversarial variation”Generate variations around real behavior:
- different surface wording;
- missing or conflicting evidence;
- alternate media quality;
- boundary lengths;
- valid refusals;
- tool failures;
- injection attempts.
Use deterministic validators and human sampling. Synthetic volume cannot rescue a vague label.
Decision gate
Section titled “Decision gate”Fine-tune only when:
- the desired behavior is stable and repeated;
- enough high-quality examples exist;
- the baseline failure is understood;
- harness-only interventions were measured;
- deployment and rollback are feasible;
- the expected volume justifies training and model operations.
Otherwise, improve the harness.