finetuning-method-selection

Decide whether to fine-tune at all, and route to the right method (SFT, DPO/ORPO/KTO, GRPO/RLVR, continued pretraining) and base model. Use when starting any fine-tuning effort, when unsure whether RAG or prompting would suffice, or when choosing between preference-optimization and reinforcement met

By wshobson · 1,427 installs

npx skills add wshobson/agents --skill finetuning-method-selection

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Fine Tuning Method Selection This is the router skill for the fine tuning lifecycle: it decides whether fine tuning is the right tool at all, and if so, which method and which base model size class. Every other skill in this plugin assumes this routing already happened — start here before opening lora qlora recipes , preference optimization , or grpo rlvr training . When to Use This Skill Starting any fine tuning effort, before a framework or base model has been chosen. Unsure whether RAG or prompt engineering would solve the problem more cheaply than training. Choosing between preference optimization (DPO family) and a reinforcement method (GRPO/RLVR) for the same underlying task. Sizing a candidate model/method combination before committing to a run. Quick Reference Situation Route Facts change often (prices, docs, news) RAG, not fine tuning Desired behavior still being figured out Prompt engineering Stable domain knowledge, ≥500MB text CPT then SFT — see Off Ramps First Have input/output demonstrations SFT — see lora qlora recipes Have preference pairs or thumbs up/down DPO/ORPO/KTO — see preference optimization Have a verifiable pass/fail signal GRPO+RLVR — see grpo rlvr training No eval harness yet Stop — see eval harness first Off Ramps First Most requests that sound like "fine tune this" are served better and cheaper elsewhere. Check these off ramps before opening a training run: Knowledge bound and volatile (the gap is facts that change — prices, docs, current events): route to RAG, not fine tuning. A fine tuned model bakes in a snapshot; volatile facts go stale immediately. Behavior bound and shifting (the desired behavior is still being figured out, or changes per request): route to prompt engineering. Fine tuning locks in a behavior; don't lock in one that hasn't stabilized yet. Stable, dense domain knowledge : this is where continued pretraining (CPT) enters, sized by how much domain text exists: Domain text volume Route <10MB RAG only 10MB–500MB RAG + fine tune 500MB–10GB CPT, then SFT 10GB CPT required CPT learning rate ≈ 10% of the pretraining LR . CPT is guidance only in this plugin — sizing and LR guidance live here, but this plugin does not execute a CPT run. Method Router Once the off ramps are ruled out, this is the full decision tree (verbatim from the research this plugin is built on): Read the tree top down: answer "new facts or new behavior," then follow the branch that matches the data shape in hand (demos, preference pairs, thumbs up/down, or verifiable success/failure). The data shape picks the method — not the other way around. Worked Routing Examples "Users want the assistant to follow our support macros exactly." Behavior is stable and demonstrable from transcripts → demos → SFT . "We have pairs of good/bad responses from reviewer thumbs up/down, unpaired." → unpaired signal → KTO , not DPO (DPO needs paired preferences). "The model can already solve some of these math problems and we can grade correctness automatically." → verifiable success signal → GRPO+RLVR , and only after confirming the model succeeds at least sometimes (see Key Routing Facts below). "We want the model to know this week's pricing page." → volatile facts → RAG , no training run at all. Key Routing Facts Loss function choice is low leverage. A 240 H100 run study found method choice worth ~1 percentage point versus ~50 points for model scale, and zero of 20 DPO variants beat vanilla DPO. Don't spend a routing decision agonizing over DPO variant selection — spend it on getting the data shape and scale right. DPO is for taste, GRPO+RLVR is for reasoning. Preference pairs that encode a subjective judgment (tone, style, "which answer is better") route to DPO. Tasks with a verifiable pass/fail signal (math, code, tool calls) route to GRPO+RLVR instead. RL is not the fix for a model that never succeeds. GRPO and other RL methods sharpen an existing capability — they don't teach one from zero. If the model doesn't yet understand the task or output format, run SFT first; only bring in RL once the model succeeds at least sometimes. Common Routing Mistakes Reaching for fine tuning to fix facts that change weekly — that's a RAG problem, and fine tuning will just go stale faster than the source data does. Picking a DPO variant before checking whether the actual bottleneck is data quality or model scale — variant choice is the ~1pp lever, not the ~50pp one. Starting an RL run on a model that fails every rollout — route to SFT first so RL has something to sharpen. Treating CPT as the default for "the model doesn't know our domain" — check the data volume thresholds first; under 500MB, RAG or RAG+fine tune iterates faster than a CPT run. Model Selection Base model choice is size class first, family second, and it goes stale fast — so it lives in exactly one place: references/model catalog.md . That file is the only place in this plugin (and in the DGX Spark ops plugin) that names a base model family. Neither this skill nor references/memory math.md names one; both describe models by size class only (for example, "8B class LoRA," not a model name). The catalog is dated on purpose — model rankings turn over quarterly. It carries a "last verified" date and a refresh checklist. Before trusting a row, check that date; if stale, work the refresh checklist in the catalog before recommending a model from it. Precedence when the catalog and a method skill disagree: the catalog's per row Notes column states hardware/size class feasibility , not a method recommendation — lora qlora recipes 's LoRA vs QLoRA vs Full FT table (routed by task shape) governs the actual method choice. Memory Feasibility Before committing to a method, size it: total memory ≈ params × dtype bytes + optimizer state + gradients + activations . Work each term for the chosen dtype and method (full fine tune, LoRA, or QLoRA) — worked worksheets and size class examples live in references/memory math.md . On DGX Spark specifically, unified memory behavior breaks the naive estimate (transient load peaks, nvidia smi underreporting, thermal throttling on long runs). Once the dgx spark ops plugin is installed, defer Spark specific feasibility calls to its spark memory thermal ops skill rather than re deriving them here. Related Skills Once this skill has picked a method, hand off to the skill that executes it: lora qlora recipes — SFT via LoRA/QLoRA preference optimization — DPO, ORPO, KTO grpo rlvr training — GRPO with verifiable rewards No method is selected before the eval harness exists — see eval harness first .