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    Method document

    Achieved power for a stepped-wedge trial (means)

    Calculates the power of a cross-sectional stepped-wedge cluster trial with a numerical outcome, from the number of clusters, steps, cluster size, and intracluster correlation.

    Engine version 1.0.0 · Reviewed 3 October 2026

    https://statwisely.com/methods/power-stepped-wedge-means/

    When to use it

    • Assess a rollout in which every cluster starts on control and crosses to the intervention at a randomised time.

    Not for

    • A cohort followed through every period needs a model of repeated measurements on each participant.

    Notation

    CC
    Clusters, a multiple of the number of steps.
    SS
    Steps; there are S + 1 periods.
    mm
    Measurements per cluster in each period.
    ρ\rho
    Intracluster correlation.
    σ2\sigma^2
    Total variance of one measurement.
    Δ\Delta
    Difference in means between intervention and control.

    Formulas

    GLS variance of the treatment effect

    Var⁡(θ^)=[(X⊤V−1X)−1]θθ,V=ρσ2J+(1−ρ)σ2mI\operatorname{Var}(\hat\theta)=\left[(X^\top V^{-1}X)^{-1}\right]_{\theta\theta}, \qquad V=\rho\sigma^2 J+\frac{(1-\rho)\sigma^2}{m}I

    Each period has its own term, so the secular trend is adjusted for rather than assumed away [1, 2].

    Normal power

    Power=Φ ⁣(∣Δ∣Var⁡(θ^)−z1−α/tails)\text{Power}=\Phi\!\left(\frac{|\Delta|}{\sqrt{\operatorname{Var}(\hat\theta)}}-z_{1-\alpha/\text{tails}}\right)

    With few clusters this can overstate power; the planned small-sample analysis should inform the design.

    Parameters

    Number of clustersCC

    Values: A multiple of the steps

    Clusters split equally across the steps, one group switching at each.

    StepsSS

    Values: Integer, at least 1

    Times at which a group of clusters crosses to the intervention.

    Measurements per cluster per periodmm

    Values: Positive

    A fresh sample in each period (cross-sectional design).

    Intracluster correlationρ\rho

    Values: Between 0 and 1

    From earlier cluster data on the same outcome.

    Mean differenceΔ\Delta

    Values: Any non-zero value

    Expected difference between intervention and control.

    Standard deviationσ\sigma

    Values: Positive

    Total SD of one measurement.

    Significance levelα\alpha

    Values: Between 0 and 1

    The type I error rate for the specified test.

    Test directionss

    Values: 1 or 2

    One-sided tests use the upper rejection tail. Two-sided tests split α equally between both tails.

    Assumptions

    • A fresh sample in every period, equal cluster-period sizes, and a constant intracluster correlation over time.
    • One-sided tests use the upper rejection tail. Two-sided tests split α equally between both tails.

    Worked examples

    A worked input set

    With 12 clusters over 4 steps (5 periods), 20 measurements per cluster-period, ρ = 0.05, a difference of 0.25, and σ = 1 at α = 0.05.

    Sample size: 12

    Open this example in the calculator

    Validation

    • At the size the stepped-wedge calculator returns, this power reaches that calculator’s target, and one fewer falls short; it is checked against an independent calculation in R.

    How to cite

    StatWisely. Achieved power for a stepped-wedge trial (means). Method document, engine version 1.0.0, reviewed 2026-10-03. https://statwisely.com/methods/power-stepped-wedge-means/

    Cite the original references for the formulas your design uses as well.

    References

    1. 1.Hussey MA, Hughes JP. Design and analysis of stepped wedge cluster randomized trials. Contemporary Clinical Trials. 2007;28(2):182–191.
    2. 2.Hemming K, Haines TP, Chilton PJ, Girling AJ, Lilford RJ. The stepped wedge cluster randomised trial: rationale, design, analysis, and reporting. BMJ. 2015;350:h391.