SOMA

Glossary

Rolling Wave Planning

A progressive-elaboration planning technique where near-term work is planned in detail and later work is kept at summary level until scope becomes clearer.

Maintained by Adam O’NeillDirector, QRA SpecialistLast reviewed

Rolling wave planning recognises that on most projects, the scope of work eighteen months out cannot be planned at the same level of detail as the work starting next week. The technique structures the programme in waves: near-term activities (typically the next three to six months) are planned at detailed task level with realistic durations, logic and resources; medium-term activities are planned at a higher level of summary; and long-term activities are represented as placeholder blocks that will be decomposed as more information becomes available.

The method is a deliberate response to the observation that attempting to plan all work in detail up-front produces false precision. A three-year detailed schedule built on assumptions that will not hold tends to generate variances in year two that are a function of bad planning rather than bad execution, and undermines the credibility of the schedule as a forecasting tool. Rolling wave planning accepts the uncertainty, manages it transparently, and re-plans on a defined cadence as information improves.

The discipline that makes rolling wave planning work is the re-planning cycle. Each wave must be decomposed to task level at a defined trigger point — typically some months before the work starts — and integrated into the main programme without disrupting the baseline structure. The higher-level summary activities need realistic duration and cost placeholders that are updated as the detailed plan develops. A programme that uses rolling wave planning but fails to re-plan on time, or that carries unrealistic placeholder durations, ends up with the worst of both worlds: neither a detailed plan nor a defensible summary.

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