Forecast load, size headroom, discover scaling limits before they bite, and track cost curves. Use when planning capacity for growth or a known traffic event, or after a saturation incident.
Scanned 9/5/2026
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---
name: capacity-planning
description: Forecast load, size headroom, discover scaling limits before they bite, and track cost curves. Use when planning capacity for growth or a known traffic event, or after a saturation incident.
---
# Capacity planning
Capacity planning answers "will we fall over, and when" before the
answer arrives as an outage. It is load forecasting plus limit
discovery plus a headroom policy: guessing at any of the three is how
Black Friday becomes a postmortem.
## Method
1. **Model load from a driver, not a vibe.** Tie resource
demand to a business metric (requests per active user,
compute per order: see product-metrics) and forecast the
driver (organic growth, marketing events, seasonality:
see product-launch's spike). Per-hop capacity flows from
the load model through the request path; a plan built on
"traffic will grow" without a number is not a plan.
2. **Discover limits empirically.** Load-test to find where
each component saturates and *how* it fails (graceful
degradation vs cliff: see load-testing, backpressure):
the bottleneck is rarely where intuition points, and the
failure mode matters as much as the number. Test the
whole path; the database connection pool or a downstream
rate limit usually caps you before CPU does.
3. **Set headroom from failure cost and lead time.** Enough
buffer to absorb spikes within your scale-out actuation
time (see autoscaling-policies' lag math) plus a margin
for the forecast being wrong; more headroom for
hard-to-scale stateful tiers (see sharding-partitioning)
than for elastic stateless ones. Headroom is insurance
priced against downtime cost.
4. **Distinguish elastic from fixed capacity.** Autoscaling
handles variance within provisioned limits (see
autoscaling-policies), but the limits themselves
(account quotas, database size, license seats, IP
ranges, third-party rate caps) are capacity planning's
job: the outage is often hitting a ceiling nobody
tracked, not running out of compute.
5. **Pre-provision for known events, verify by test.**
Marketing spikes, launches, seasonal peaks: raise
quotas ahead (cloud quota increases take days),
pre-scale (see autoscaling-policies' scheduled scaling),
load-test at projected peak, and rehearse the failure
(game-day the spike: see chaos-gameday). Reactive
scaling pays the actuation lag exactly when you cannot
afford it.
6. **Track cost against capacity continuously.** Cost per
unit of the business driver (see cloud-cost-optimization's
unit economics): capacity and spend are the same curve,
and a plan that ignores cost provisions a fleet nobody
will pay for. Review utilization trends monthly;
pinned-at-max autoscaling is capacity planning paging
you (see autoscaling-policies).
## Boundaries
- Forecasts are wrong; the plan's value is the headroom
and the discovered limits, not the precision of the
prediction (see estimation-techniques' error-bar
honesty). Re-forecast on a cadence.
- Capacity planning sizes for expected and reasonable-peak
load; genuine overload beyond the plan is handled by
shedding and degradation (see backpressure), not by
provisioning for the tail forever.
- Multi-region and DR capacity is a separate axis (can one
region absorb another's load on failover: see
multi-region-design, cloud-disaster-recovery);
steady-state planning that ignores it under-provisions
the failure case.
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