Strategies for Oscillating Shifts
by David Dellenbaugh
When the wind is shifting back and forth (as it usually is) the key to a successful first beat is catching the initial
shift after the start and then staying “in phase” with the windshifts until you reach the first mark. Here are some ideas
on how to accomplish that:
Choose a ‘median.’
The most important thing for playing windshifts is finding the median, or average, wind direction. This is typically the
direction that’s half way between the farthest left shift and the farthest right shift you’ve seen. Since you can’t go
head to wind (to find the wind direction) while you’re racing, what you really need are your close-hauled median
headings. These are the compass courses you steer on port and starboard tack when the wind is at its median.
During the course of a race, the average wind direction might shift slightly to the left or right. Make sure you keep an
eye on this, and don’t be afraid to adjust your median numbers accordingly.
Use your median.
Once you’ve determined the median headings, you will always know whether you are lifted (sailing higher than the median)
or headed (sailing lower than the median). If you are sailing below your median, you should normally tack. By tacking on
the header you will have a lift on the other tack.
In my opinion, it’s more important (and easier) to know the range of the oscillations than their timing. However, there
are two situations on the first beat where it can be helpful to know about timing, too. One is at the start when you’re
trying to figure out how soon the first shift will come. Another is near the windward mark when you need to know if the
wind will shift again before you get there.
The last shift.
If you are close enough to the windward mark that the wind will not shift again on this leg, you probably shouldn’t tack
on the header like you would normally do. Instead, treat the last oscillation as if it is a persistent shift (because it
will not oscillate again on this beat). Keep sailing into the header until you are able to tack and fetch the mark.
Sail in bad air?
In most situations you want to avoid sailing in bad air at almost any cost. Wind shadows make you go slower and point
lower. The longer you stay in them, the more you’ll lose to boats sailing in clear air.
In oscillating winds, however, it might not be a terrible idea to “live” in bad air sometimes. If you are on a lift, you
might lose more by tacking off the lift than you would by sailing in bad air. This is especially true in moderate or
heavy winds, when the slowing effect of wind shadows is not so great.
Choosing lifts or puffs.
When the wind is oscillating in direction, it is also likely to have variations in velocity (i.e. puffs and lulls) across
the course. And sometimes you have a tough choice - either sail on a lift or sail toward a puff. Which is better?
Your strategy will depend on several factors, but primarily on the overall wind velocity. If there is already a lot of
breeze, a puff won’t make much difference, and you should probably go for the lift. But if the wind is light, a puff can
give you a huge speed boost (and also a lift because you can sail higher in more breeze), so it may be worth sailing on a
header to get there.
4 Keep a good lookout.
An oscillating breeze changes all the time, so you really have to keep your head out of the boat in order to sail fast.
One idea is to assign a crewmember to look for shifts.
If there’s another fleet of racing boats to windward, these make great wind indicators. Watch other “telltales” such as
smokestacks, flags on shore, flags on stake or committee boats, the swing of anchored boats, and so on. Try to discover a
pattern between the actions of these indicators and subsequent changes in the wind.
The other boats in your fleet are also good telltales, especially if they split to opposite sides of the course. And
whenever you cross close to another boat, keep an eye on them the next time you come together to see if you have gained
Play the middle.
When the wind is oscillating, it usually works to play the middle of the course (one exception is light air and large
fleets when the sides usually seem to pay). If you are sailing away from the middle, look for good reasons to tack; when
you are sailing toward the middle, don’t tack unless you have a very good reason (see the diagram above).
This strategy keeps you away from the laylines, which are deadends in a shifty breeze. By staying near the middle, you
should be able to take full advantage of every shift up to the windward mark.
Don’t chase shifts.
When you see a boat nearby on a huge lift, it is tempting to sail toward that shift and try to get it. However, this
rarely works. More often than not, you must sail on a header to reach the other boat. And when you get there, the shift
is usually gone.
You will probably be more successful if you focus on sailing in the wind you have. Use other boats as a guide to know how
much you are lifted or headed, but don’t try to sail for their shift (unless it’s light air and you’re going for
Covering in shifty winds.
It’s very difficult to “cover” other boats when the wind is oscillating. By covering, I mean staying upwind of the other
boat, or between them and the windward mark. If you try this in an oscillating breeze, however, you are likely to lose.
That’s because if the boat you are covering is playing the shifts correctly, you won’t be (since you are almost always in
a different part of the oscillation than they are). In shifty winds, your main priority is to sail your own race - then
worry about other boats.
Sail fast on lifts.
If you are sailing on a lift (and you should almost always be sailing on a lift when the wind is oscillating!), you
should sail just slightly lower and faster than normal (assuming you will get at least one more oscillation on the beat).
This will get you to the next shift sooner and maximize your VMG in the direction of the median wind.
Consolidate your lead.
If the value of your stocks goes up, you won’t realize an increase in wealth unless you sell those stocks before they go
back down. Playing windshifts is very similar. If you get headed you will gain on all the boats to windward and behind.
But you won’t be ahead until you tack and cross them.