# Infrastructure Change Validation Checklist

This checklist serves as a comprehensive framework for validating infrastructure changes before deployment to production. The DevOps/Platform Engineer should systematically work through each item, ensuring the infrastructure is secure, compliant, resilient, and properly implemented according to organizational standards.

## 1. SECURITY & COMPLIANCE

### 1.1 Access Management

- [ ] RBAC principles applied with least privilege access
- [ ] Service accounts have minimal required permissions
- [ ] Secrets management solution properly implemented
- [ ] IAM policies and roles documented and reviewed
- [ ] Access audit mechanisms configured

### 1.2 Data Protection

- [ ] Data at rest encryption enabled for all applicable services
- [ ] Data in transit encryption (TLS 1.2+) enforced
- [ ] Sensitive data identified and protected appropriately
- [ ] Backup encryption configured where required
- [ ] Data access audit trails implemented where required

### 1.3 Network Security

- [ ] Network security groups configured with minimal required access
- [ ] Private endpoints used for PaaS services where available
- [ ] Public-facing services protected with WAF policies
- [ ] Network traffic flows documented and secured
- [ ] Network segmentation properly implemented

### 1.4 Compliance Requirements

- [ ] Regulatory compliance requirements verified and met
- [ ] Security scanning integrated into pipeline
- [ ] Compliance evidence collection automated where possible
- [ ] Privacy requirements addressed in infrastructure design
- [ ] Security monitoring and alerting enabled

## 2. INFRASTRUCTURE AS CODE

### 2.1 IaC Implementation

- [ ] All resources defined in IaC (Terraform/Bicep/ARM)
- [ ] IaC code follows organizational standards and best practices
- [ ] No manual configuration changes permitted
- [ ] Dependencies explicitly defined and documented
- [ ] Modules and resource naming follow conventions

### 2.2 IaC Quality & Management

- [ ] IaC code reviewed by at least one other engineer
- [ ] State files securely stored and backed up
- [ ] Version control best practices followed
- [ ] IaC changes tested in non-production environment
- [ ] Documentation for IaC updated

### 2.3 Resource Organization

- [ ] Resources organized in appropriate resource groups
- [ ] Tags applied consistently per tagging strategy
- [ ] Resource locks applied where appropriate
- [ ] Naming conventions followed consistently
- [ ] Resource dependencies explicitly managed

## 3. RESILIENCE & AVAILABILITY

### 3.1 High Availability

- [ ] Resources deployed across appropriate availability zones
- [ ] SLAs for each component documented and verified
- [ ] Load balancing configured properly
- [ ] Failover mechanisms tested and verified
- [ ] Single points of failure identified and mitigated

### 3.2 Fault Tolerance

- [ ] Auto-scaling configured where appropriate
- [ ] Health checks implemented for all services
- [ ] Circuit breakers implemented where necessary
- [ ] Retry policies configured for transient failures
- [ ] Graceful degradation mechanisms implemented

### 3.3 Recovery Metrics & Testing

- [ ] Recovery time objectives (RTOs) verified
- [ ] Recovery point objectives (RPOs) verified
- [ ] Resilience testing completed and documented
- [ ] Chaos engineering principles applied where appropriate
- [ ] Recovery procedures documented and tested

## 4. BACKUP & DISASTER RECOVERY

### 4.1 Backup Strategy

- [ ] Backup strategy defined and implemented
- [ ] Backup retention periods aligned with requirements
- [ ] Backup recovery tested and validated
- [ ] Point-in-time recovery configured where needed
- [ ] Backup access controls implemented

### 4.2 Disaster Recovery

- [ ] DR plan documented and accessible
- [ ] DR runbooks created and tested
- [ ] Cross-region recovery strategy implemented (if required)
- [ ] Regular DR drills scheduled
- [ ] Dependencies considered in DR planning

### 4.3 Recovery Procedures

- [ ] System state recovery procedures documented
- [ ] Data recovery procedures documented
- [ ] Application recovery procedures aligned with infrastructure
- [ ] Recovery roles and responsibilities defined
- [ ] Communication plan for recovery scenarios established

## 5. MONITORING & OBSERVABILITY

### 5.1 Monitoring Implementation

- [ ] Monitoring coverage for all critical components
- [ ] Appropriate metrics collected and dashboarded
- [ ] Log aggregation implemented
- [ ] Distributed tracing implemented (if applicable)
- [ ] User experience/synthetics monitoring configured

### 5.2 Alerting & Response

- [ ] Alerts configured for critical thresholds
- [ ] Alert routing and escalation paths defined
- [ ] Service health integration configured
- [ ] On-call procedures documented
- [ ] Incident response playbooks created

### 5.3 Operational Visibility

- [ ] Custom queries/dashboards created for key scenarios
- [ ] Resource utilization tracking configured
- [ ] Cost monitoring implemented
- [ ] Performance baselines established
- [ ] Operational runbooks available for common issues

## 6. PERFORMANCE & OPTIMIZATION

### 6.1 Performance Testing

- [ ] Performance testing completed and baseline established
- [ ] Resource sizing appropriate for workload
- [ ] Performance bottlenecks identified and addressed
- [ ] Latency requirements verified
- [ ] Throughput requirements verified

### 6.2 Resource Optimization

- [ ] Cost optimization opportunities identified
- [ ] Auto-scaling rules validated
- [ ] Resource reservation used where appropriate
- [ ] Storage tier selection optimized
- [ ] Idle/unused resources identified for cleanup

### 6.3 Efficiency Mechanisms

- [ ] Caching strategy implemented where appropriate
- [ ] CDN/edge caching configured for content
- [ ] Network latency optimized
- [ ] Database performance tuned
- [ ] Compute resource efficiency validated

## 7. OPERATIONS & GOVERNANCE

### 7.1 Documentation

- [ ] Change documentation updated
- [ ] Runbooks created or updated
- [ ] Architecture diagrams updated
- [ ] Configuration values documented
- [ ] Service dependencies mapped and documented

### 7.2 Governance Controls

- [ ] Cost controls implemented
- [ ] Resource quota limits configured
- [ ] Policy compliance verified
- [ ] Audit logging enabled
- [ ] Management access reviewed

### 7.3 Knowledge Transfer

- [ ] Cross-team impacts documented and communicated
- [ ] Required training/knowledge transfer completed
- [ ] Architectural decision records updated
- [ ] Post-implementation review scheduled
- [ ] Operations team handover completed

## 8. CI/CD & DEPLOYMENT

### 8.1 Pipeline Configuration

- [ ] CI/CD pipelines configured and tested
- [ ] Environment promotion strategy defined
- [ ] Deployment notifications configured
- [ ] Pipeline security scanning enabled
- [ ] Artifact management properly configured

### 8.2 Deployment Strategy

- [ ] Rollback procedures documented and tested
- [ ] Zero-downtime deployment strategy implemented
- [ ] Deployment windows identified and scheduled
- [ ] Progressive deployment approach used (if applicable)
- [ ] Feature flags implemented where appropriate

### 8.3 Verification & Validation

- [ ] Post-deployment verification tests defined
- [ ] Smoke tests automated
- [ ] Configuration validation automated
- [ ] Integration tests with dependent systems
- [ ] Canary/blue-green deployment configured (if applicable)

## 9. NETWORKING & CONNECTIVITY

### 9.1 Network Design

- [ ] VNet/subnet design follows least-privilege principles
- [ ] Network security groups rules audited
- [ ] Public IP addresses minimized and justified
- [ ] DNS configuration verified
- [ ] Network diagram updated and accurate

### 9.2 Connectivity

- [ ] VNet peering configured correctly
- [ ] Service endpoints configured where needed
- [ ] Private link/private endpoints implemented
- [ ] External connectivity requirements verified
- [ ] Load balancer configuration verified

### 9.3 Traffic Management

- [ ] Inbound/outbound traffic flows documented
- [ ] Firewall rules reviewed and minimized
- [ ] Traffic routing optimized
- [ ] Network monitoring configured
- [ ] DDoS protection implemented where needed

## 10. COMPLIANCE & DOCUMENTATION

### 10.1 Compliance Verification

- [ ] Required compliance evidence collected
- [ ] Non-functional requirements verified
- [ ] License compliance verified
- [ ] Third-party dependencies documented
- [ ] Security posture reviewed

### 10.2 Documentation Completeness

- [ ] All documentation updated
- [ ] Architecture diagrams updated
- [ ] Technical debt documented (if any accepted)
- [ ] Cost estimates updated and approved
- [ ] Capacity planning documented

### 10.3 Cross-Team Collaboration

- [ ] Development team impact assessed and communicated
- [ ] Operations team handover completed
- [ ] Security team reviews completed
- [ ] Business stakeholders informed of changes
- [ ] Feedback loops established for continuous improvement

## 11. BMAD WORKFLOW INTEGRATION

### 11.1 Development Agent Alignment

- [ ] Infrastructure changes support Frontend Dev (Mira) and Fullstack Dev (Enrique) requirements
- [ ] Backend requirements from Backend Dev (Lily) and Fullstack Dev (Enrique) accommodated
- [ ] Local development environment compatibility verified for all dev agents
- [ ] Infrastructure changes support automated testing frameworks
- [ ] Development agent feedback incorporated into infrastructure design

### 11.2 Product Alignment

- [ ] Infrastructure changes mapped to PRD requirements maintained by Product Owner
- [ ] Non-functional requirements from PRD verified in implementation
- [ ] Infrastructure capabilities and limitations communicated to Product teams
- [ ] Infrastructure release timeline aligned with product roadmap
- [ ] Technical constraints documented and shared with Product Owner

### 11.3 Architecture Alignment

- [ ] Infrastructure implementation validated against architecture documentation
- [ ] Architecture Decision Records (ADRs) reflected in infrastructure
- [ ] Technical debt identified by Architect addressed or documented
- [ ] Infrastructure changes support documented design patterns
- [ ] Performance requirements from architecture verified in implementation

## 12. ARCHITECTURE DOCUMENTATION VALIDATION

### 12.1 Completeness Assessment

- [ ] All required sections of architecture template completed
- [ ] Architecture decisions documented with clear rationales
- [ ] Technical diagrams included for all major components
- [ ] Integration points with application architecture defined
- [ ] Non-functional requirements addressed with specific solutions

### 12.2 Consistency Verification

- [ ] Architecture aligns with broader system architecture
- [ ] Terminology used consistently throughout documentation
- [ ] Component relationships clearly defined
- [ ] Environment differences explicitly documented
- [ ] No contradictions between different sections

### 12.3 Stakeholder Usability

- [ ] Documentation accessible to both technical and non-technical stakeholders
- [ ] Complex concepts explained with appropriate analogies or examples
- [ ] Implementation guidance clear for development teams
- [ ] Operations considerations explicitly addressed
- [ ] Future evolution pathways documented

## 13. CONTAINER PLATFORM VALIDATION

### 13.1 Cluster Configuration & Security

- [ ] Container orchestration platform properly installed and configured
- [ ] Cluster nodes configured with appropriate resource allocation and security policies
- [ ] Control plane high availability and security hardening implemented
- [ ] API server access controls and authentication mechanisms configured
- [ ] Cluster networking properly configured with security policies

### 13.2 RBAC & Access Control

- [ ] Role-Based Access Control (RBAC) implemented with least privilege principles
- [ ] Service accounts configured with minimal required permissions
- [ ] Pod security policies and security contexts properly configured
- [ ] Network policies implemented for micro-segmentation
- [ ] Secrets management integration configured and validated

### 13.3 Workload Management & Resource Control

- [ ] Resource quotas and limits configured per namespace/tenant requirements
- [ ] Horizontal and vertical pod autoscaling configured and tested
- [ ] Cluster autoscaling configured for node management
- [ ] Workload scheduling policies and node affinity rules implemented
- [ ] Container image security scanning and policy enforcement configured

### 13.4 Container Platform Operations

- [ ] Container platform monitoring and observability configured
- [ ] Container workload logging aggregation implemented
- [ ] Platform health checks and performance monitoring operational
- [ ] Backup and disaster recovery procedures for cluster state configured
- [ ] Operational runbooks and troubleshooting guides created

## 14. GITOPS WORKFLOWS VALIDATION

### 14.1 GitOps Operator & Configuration

- [ ] GitOps operators properly installed and configured
- [ ] Application and configuration sync controllers operational
- [ ] Multi-cluster management configured (if required)
- [ ] Sync policies, retry mechanisms, and conflict resolution configured
- [ ] Automated pruning and drift detection operational

### 14.2 Repository Structure & Management

- [ ] Repository structure follows GitOps best practices
- [ ] Configuration templating and parameterization properly implemented
- [ ] Environment-specific configuration overlays configured
- [ ] Configuration validation and policy enforcement implemented
- [ ] Version control and branching strategies properly defined

### 14.3 Environment Promotion & Automation

- [ ] Environment promotion pipelines operational (dev → staging → prod)
- [ ] Automated testing and validation gates configured
- [ ] Approval workflows and change management integration implemented
- [ ] Automated rollback mechanisms configured and tested
- [ ] Promotion notifications and audit trails operational

### 14.4 GitOps Security & Compliance

- [ ] GitOps security best practices and access controls implemented
- [ ] Policy enforcement for configurations and deployments operational
- [ ] Secret management integration with GitOps workflows configured
- [ ] Security scanning for configuration changes implemented
- [ ] Audit logging and compliance monitoring configured

## 15. SERVICE MESH VALIDATION

### 15.1 Service Mesh Architecture & Installation

- [ ] Service mesh control plane properly installed and configured
- [ ] Data plane (sidecars/proxies) deployed and configured correctly
- [ ] Service mesh components integrated with container platform
- [ ] Service mesh networking and connectivity validated
- [ ] Resource allocation and performance tuning for mesh components optimal

### 15.2 Traffic Management & Communication

- [ ] Traffic routing rules and policies configured and tested
- [ ] Load balancing strategies and failover mechanisms operational
- [ ] Traffic splitting for canary deployments and A/B testing configured
- [ ] Circuit breakers and retry policies implemented and validated
- [ ] Timeout and rate limiting policies configured

### 15.3 Service Mesh Security

- [ ] Mutual TLS (mTLS) implemented for service-to-service communication
- [ ] Service-to-service authorization policies configured
- [ ] Identity and access management integration operational
- [ ] Network security policies and micro-segmentation implemented
- [ ] Security audit logging for service mesh events configured

### 15.4 Service Discovery & Observability

- [ ] Service discovery mechanisms and service registry integration operational
- [ ] Advanced load balancing algorithms and health checking configured
- [ ] Service mesh observability (metrics, logs, traces) implemented
- [ ] Distributed tracing for service communication operational
- [ ] Service dependency mapping and topology visualization available

## 16. DEVELOPER EXPERIENCE PLATFORM VALIDATION

### 16.1 Self-Service Infrastructure

- [ ] Self-service provisioning for development environments operational
- [ ] Automated resource provisioning and management configured
- [ ] Namespace/project provisioning with proper resource limits implemented
- [ ] Self-service database and storage provisioning available
- [ ] Automated cleanup and resource lifecycle management operational

### 16.2 Developer Tooling & Templates

- [ ] Golden path templates for common application patterns available and tested
- [ ] Project scaffolding and boilerplate generation operational
- [ ] Template versioning and update mechanisms configured
- [ ] Template customization and parameterization working correctly
- [ ] Template compliance and security scanning implemented

### 16.3 Platform APIs & Integration

- [ ] Platform APIs for infrastructure interaction operational and documented
- [ ] API authentication and authorization properly configured
- [ ] API documentation and developer resources available and current
- [ ] Workflow automation and integration capabilities tested
- [ ] API rate limiting and usage monitoring configured

### 16.4 Developer Experience & Documentation

- [ ] Comprehensive developer onboarding documentation available
- [ ] Interactive tutorials and getting-started guides functional
- [ ] Developer environment setup automation operational
- [ ] Access provisioning and permissions management streamlined
- [ ] Troubleshooting guides and FAQ resources current and accessible

### 16.5 Productivity & Analytics

- [ ] Development tool integrations (IDEs, CLI tools) operational
- [ ] Developer productivity dashboards and metrics implemented
- [ ] Development workflow optimization tools available
- [ ] Platform usage monitoring and analytics configured
- [ ] User feedback collection and analysis mechanisms operational

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### Prerequisites Verified

- [ ] All checklist sections reviewed (1-16)
- [ ] No outstanding critical or high-severity issues
- [ ] All infrastructure changes tested in non-production environment
- [ ] Rollback plan documented and tested
- [ ] Required approvals obtained
- [ ] Infrastructure changes verified against architectural decisions documented by Architect agent
- [ ] Development environment impacts identified and mitigated
- [ ] Infrastructure changes mapped to relevant user stories and epics
- [ ] Release coordination planned with development teams
- [ ] Local development environment compatibility verified
- [ ] Platform component integration validated
- [ ] Cross-platform functionality tested and verified