Rolling Wave Planning

Definition

• Rolling Wave Planning is an iterative planning approach.
  • Focuses on detailed planning of near-term project activities.
  • Provides less detail for activities further in the future.
  • As the project progresses, plans for each work chunk are progressively elaborated.

Structure of Rolling Wave Planning

• Typical structure includes:
  • Detailed Planning for the next month or two.
  • Less Detail for subsequent months (3-6 months ahead).
  • Minimal Detail for further months, often just a strategic roadmap.
• Example Planning Timeline:
  • First 3 months in detail.
  • Next quarter with less detail.
  • Longer-term quarters shown as general priorities.

Work Breakdown Structure (WBS)

• Near-term Planning: Detailed plans on an activity-by-activity basis.
• Midterm Planning: Work package level of detail.
• Long-term Planning: Broad activities on a workstream basis.
• WBS evolves as project details are filled out.

Rolling Wave Planning Process

1. Start with an outline project strategy or roadmap.
2. Determine areas of work for the next time period (first wave).
3. Develop details for the first increment.
4. Identify themes/work packages for the second increment.
5. Manage the project focusing on:
   • Schedule performance.
   • Budget performance.
   • Quality of deliverables.
6. Track performance until the end of the increment.
7. As the first wave ends, start planning the second wave in detail.
8. Begin to sketch the broad picture for the third wave, and continue this process.

Relationship Between Rolling Wave Planning and Agile Project Management

• Rolling Wave Planning is an adaptive approach to project delivery.
• It allows for adaptation to new circumstances and knowledge.
• Part of the predictive project management toolset.
  • Useful in contexts of high uncertainty and changing requirements.
• Rolling Wave Planning predates the Agile Manifesto.

Importance of Midterm and Long-term Planning

• Provides a broad overview of the project scope.
• Helps team members understand the context of their tasks.
• Facilitates better problem solving and decision-making.
• Increases team buy-in and motivation.
• Leads to better projects and successful delivery.

Conclusion

• Rolling Wave Planning enhances project management effectiveness.
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