Chess strategy is the aspect of chess playing concerned with evaluation of chess positions and setting of goals and long-term plans for future play. While evaluating a position strategically, a player must take into account such factors as the relative value of the pieces on the board, pawn structure, king safety, position of pieces, and control of key squares and groups of squares (e.g. diagonals, open files, black or white squares). Chess strategy is distinguished from chess tactics, which is the aspect of chess playing concerned with the move-by-move setting up of threats and defenses. Some authors distinguish static strategic imbalances (e.g. having more valuable pieces or better pawn structure), which tend to persist for many moves, from dynamic imbalances (such as one player having an advantage in piece development), which are temporary [1]. This distinction affects the immediacy with which a sought-after plan should take effect. Until players reach the skill level of "master", chess tactics tend to ultimately decide the outcomes of games more often than strategy does. Many chess coaches thus emphasize the study of tactics as the most efficient way to improve one's results in serious chess play.
The most basic way to evaluate one's position is to count the total value of pieces on both sides. The point values used for this purpose are based on experience. Usually pawns are considered to be worth one point, knights and bishops three points each, rooks five points, and queens nine points. The fighting value of the king in the endgame is approximately four points. These basic values are modified by other factors such as the position of the piece (e.g. advanced pawns are usually more valuable than those on their starting squares), coordination between pieces (e.g. a bishop pair usually coordinates better than a bishop plus a knight), and the type of position (knights are generally better in closed positions with many pawns, while bishops are more powerful in open positions).
Another important factor in the evaluation of chess positions is the pawn structure or pawn skeleton. Since pawns are the most immobile and least valuable of the chess pieces, the pawn structure is relatively static and largely determines the strategic nature of the position. Weaknesses in the pawn structure, such as isolated, doubled, or backward pawns and holes, once created, are usually permanent. Care must therefore be taken to avoid them unless they are compensated by another valuable asset, such as the possibility to develop an attack.
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A material advantage applies both strategically and tactically. Generally more pieces or an aggregate of more powerful pieces means greater chances of winning. A fundamental strategic and tactical rule is to capture opponent pieces while preserving one's own.
Bishops and knights are called minor pieces. A knight is about as valuable as a bishop, but less valuable than a rook. Rooks and the queen are called major pieces. Bishops are usually considered slightly better than knights in open positions, such as toward the end of the game when many of the pieces have been captured, whereas knights have an advantage in closed positions. Having two bishops (the bishop pair) is a particularly powerful weapon, especially if the opposing player lacks one or both of their bishops.
Three pawns are likely to be more useful than a knight in the endgame, but in the middlegame a knight is often more powerful. Two minor pieces are stronger than a single rook, and two rooks are slightly stronger than a queen.
One commonly used simple scoring system is:
| Piece | Value |
|---|---|
| Pawn | 1 |
| Bishop | 3½ |
| Knight | 3 |
| Rook | 5 |
| Queen | 9 |
| King | ∞ |
Under a system like this, giving up a knight or bishop to win a rook ("winning the exchange") is advantageous and is worth about two pawns. This of course ignores such complications as the current position and freedom of the pieces involved, but it is a good starting point. In an open position, bishops are more valuable than knights (a bishop pair can easily be worth seven points or more in some situations); conversely, in a closed position, bishops are less valuable than knights. Also, many pieces have a partner. By doubling up two knights, two rooks, rook and queen or bishop and queen the pieces can get stronger than the sum of the individual pieces alone. When pieces lose their partner, their values slightly decrease. The king is priceless since its capture results in the defeat of that player and brings about the end of that game. However, especially in the endgame, the king can also be a fighting piece, and is sometimes given a fighting value of four.
Other things being equal, the side that controls more space on the board has an advantage. More space means more options, which can be exploited both tactically and strategically. A player who has all pieces developed and no tactical tricks or promising long-term plan should try to find a move that enlarges their influence, particularly in the center. However, in some openings, one player accepts less space for a time, to set up a counterattack in the middlegame. This is one of the concepts behind hypermodern play.
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The easiest way to gain space is to push the pawn skeleton forward. However, one must be careful not to over stretch. If the opponent succeeds in getting a protected piece behind enemy lines, this piece can become such a serious problem that a piece with a higher value might have to be exchanged for it.
Larry Evans gives a method of evaluating space. The method (for each side) is to count the number of squares attacked or occupied on the opponent's side of the board. In this diagram from the Nimzo-Indian Defense, Black attacks four squares on White's side of the board (d4, e4, f4, and g4). White attacks seven squares on Black's side of the board (b5, c6, e6, f5, g5, and h6 – counting b5 twice) and occupies one square (d5). White has a space advantage of eight to four and Black is cramped.[2]
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The strategy consists of placing pieces so that they attack the central four squares of the board. However, a piece being placed on a central square does not necessarily mean it controls the center, e.g., a knight on a central square does not attack any central squares. Conversely, a piece does not have to be on a central square to control the center.
Control of the center is important because tactical battles often take place around the central squares, from where pieces can access most of the board.
Chess openings try to control the center while developing pieces. Hypermodern openings are those that control the center with pieces from afar (usually the side, such as with a Fianchetto); the older Classical (or Modern) openings control it with pawns.
The initiative belongs to the player who can make threats that cannot be ignored, such as checking the opponent's king. He thus puts his opponent in the position of having to use his turns responding to threats rather than making his own, hindering the development of his pieces.[3] The player with the initiative is generally attacking and the other player is generally defending.
It is important to defend one's pieces even if they are not directly threatened. This helps stop possible future campaigns from the opponent. If a defender must be added at a later time, this may cost a tempo or even be impossible due to a fork or discovered attack. The approach of always defending one's pieces has an antecedent in the theory of Aron Nimzowitsch who referred to it as "overprotection." Similarly, if one spots undefended enemy pieces, one should immediately take advantage of those pieces' weakness.
Even a defended piece can be vulnerable. If the defending piece is also defending something else, it is called an overworked piece, and may not be able to fulfill its task. When there is more than one attacking piece, the number of defenders must also be increased, and their values taken into account. In addition to defending pieces, it is also often necessary to defend key squares, open files, and the back rank. These situations can easily occur if the pawn structure is weak.
To exchange pieces means to capture a hostile piece and then allow a piece of the same value to be captured. As a general rule of thumb, exchanging pieces eases the task of the defender who typically has less room to operate in.
Exchanging pieces is usually desirable to a player with an existing advantage in material, since it brings the endgame closer and thereby leaves the opponent with less ability to recover ground. In the endgame even a single pawn advantage may decide the game. Exchanging also benefits the player who is being attacked, the player who controls less space, and the player with the better pawn structure.
When playing against stronger players, many beginners attempt to constantly exchange pieces "to simplify matters". However, stronger players are often relatively stronger in the endgame, whereas errors are more common during the more complicated middlegame.
Note that "the exchange" may also specifically mean a rook exchanged for a bishop or knight.
After 12. ... Re8 at Tarrasch – Euwe, 1922[4]……
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…and its pawn skeleton ("The Rauzer formation")
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In the endgame, passed pawns, unhindered by enemy pawns from promotion, are strong, especially if advanced or protected by another pawn. A passed pawn on the sixth row is roughly as strong as a knight or bishop and often decides the game. (Also see isolated pawn, doubled pawns, backward pawn, connected pawns).
Since knights can easily be chased away with pawn moves, it is often advantageous for knights to be placed in "holes" in the enemy position (an outpost), squares where they cannot be attacked by a pawn. Such a knight on the fifth rank is a strong asset, and one on the sixth rank may exercise as much power as a rook. A knight at the edge or corner of the board controls fewer squares than one on the board's interior, thus the saying "A Knight on the rim is dim!".
A king and a knight or king and two knights is not sufficient material to force checkmate an opposing lone king (see Two knights endgame.)
A bishop always stays on squares of the color it started on, so once one of them is gone, the squares of the other colour become more difficult to control. When this happens, pawns moved to squares of the other colour do not block the bishop, and enemy pawns directly facing them are stuck on the vulnerable colour.
A fianchettoed bishop at, e.g., g2 after pawn g2-g3, can provide a strong defence for the castled king on g1 and often exert pressure on the long diagonal h1-a8. After a fianchetto, giving up the bishop can weaken the holes in the pawn chain; doing so in front of the castled king may thus impact its safety.
In general, a bishop is of roughly equal value to a knight. In certain circumstances, one can be more powerful than the other. If the game is "closed" with lots of interlocked pawn formations, the knight tends to be stronger, because it can hop over the pawns while they block the bishop. A bishop is also weak if it is restricted by his own pawns, especially if they are blocked and on the bishop's colour. Once a bishop is lost, the remaining bishop is considered weaker since the opponent can now plan his moves to play a white or black colour game.
In an open game with action on both sides of the board, the bishop tends to be stronger because of its long range. This is especially true in the endgame; if passed pawns race on opposite sides of the board, the player with a bishop usually has better winning chances than a player with a knight.
A king and a bishop is not sufficient material to checkmate an opposing lone king.
Rooks have more scope of movement on Half-open files (ones with no pawns of one's own colour). Rooks on the seventh rank can be very powerful as they attack pawns that can only be defended by other pieces, and they can restrict the enemy king to its back rank. A pair of rooks on the player's seventh rank is often a sign of a winning position.
In middlegames and endgames with a passed pawn, Tarrasch's rule states that rooks, both friend and foe of the pawn, are usually strongest behind the pawn rather than in front of it.
A king and a rook is sufficient material to checkmate an opposing lone king, although it's a little harder than checkmating with king and queen; thus the rook's distinction as a major piece above the knight and bishop.
Queens are the most powerful pieces. They have great mobility and can make many threats at once. For these reasons, checkmate attacks involving the queen are easier to achieve than those without a queen. It is generally wise to wait to develop the queen until after the knights and bishops have been developed to prevent the queen from being attacked by minor pieces and losing tempo.
During the middle game, the king is often best protected in a corner behind his pawns. If the rooks and queen leave the first rank, however, an enemy rook can checkmate the king by invading the first rank. Moving one of the pawns in front of the king (making a luft) can allow it an escape square, but may weaken the king's position.
The king can become a strong piece in the endgame. With reduced material, a quick checkmate is not an immediate concern anymore, and moving the king towards the centre of the board gives it more opportunities to make threats and actively influence play.
Chess strategy consists of setting and achieving long-term goals during the game — for example, where to place different pieces — while tactics concentrate on immediate maneuver. These two parts of chess thinking cannot be completely separated, because strategic goals are mostly achieved by the means of tactics, while the tactical opportunities are based on the previous strategy of play.
Because of different strategic and tactical patterns, a game of chess is usually divided into three distinct phases: Opening, usually the first 10 to 25 moves, when players develop their armies and set up the stage for the coming battle; middlegame, the developed phase of the game; and endgame, when most of the pieces are gone and kings start to take an active part in the struggle.
A chess opening is the group of initial moves of a game (the "opening moves"). Recognized sequences of opening moves are referred to as openings and have been given names such as the Ruy Lopez or Sicilian Defence. They are catalogued in reference works such as the Encyclopaedia of Chess Openings. It is recommended for anyone but the chessmasters that when left with a choice to either invent a new variation or follow a standard opening, choose the latter.
There are dozens of different openings, varying widely in character from quiet positional play (e.g. the Réti Opening) to very aggressive (e.g. the Latvian Gambit). In some opening lines, the exact sequence considered best for both sides has been worked out to 30–35 moves or more.[5] Professional players spend years studying openings, and continue doing so throughout their careers, as opening theory continues to evolve.
The fundamental strategic aims of most openings are similar:[6]
During the opening, some pieces have a recognised optimum square they try to reach. Hence, an optimum deployment could be to push the king and queen pawn two steps followed by moving the knights so they protect the centre pawns and give additional control of the centre. One can then deploy the bishops, protected by the knights, to pin the opponent's knights and pawns. The optimum opening is ended with a castling, moving the king to safety and deploying for a strong back-rank and a rook along the centre file.
Apart from these fundamentals, other strategic plans or tactical sequences may be employed in the opening.
Most players and theoreticians consider that White, by virtue of the first move, begins the game with a small advantage. Black usually strives to neutralize White's advantage and achieve equality, or to develop dynamic counterplay in an unbalanced position.
The middlegame is the part of the game when most pieces have been developed. Because the opening theory has ended, players have to assess the position, to form plans based on the features of the positions, and at the same time to take into account the tactical possibilities in the position.[7]
Typical plans or strategic themes — for example the minority attack, that is the attack of queenside pawns against an opponent who has more pawns on the queenside — are often appropriate just for some pawn structures, resulting from a specific group of openings. The study of openings should therefore be connected with the preparation of plans typical for resulting middlegames.
Middlegame is also the phase when most combinations occur. Middlegame combinations are often connected with the attack against the opponent's king; some typical patterns have their own names, for example the Boden's Mate or the Lasker—Bauer combination.
Another important strategical question in the middlegame is whether and how to reduce material and transform into an endgame (i.e. simplify). For example, minor material advantages can generally be transformed into victory only in an endgame, and therefore the stronger side must choose an appropriate way to achieve an ending. Not every reduction of material is good for this purpose; for example, if one side keeps a light-squared bishop and the opponent has a dark-squared one, the transformation into a bishops and pawns ending is usually advantageous for the weaker side only, because an endgame with bishops on opposite colours is likely to be a draw, even with an advantage of one or two pawns.
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The endgame (or end game or ending) is the stage of the game when there are few pieces left on the board. There are three main strategic differences between earlier stages of the game and endgame:[8]
Endgames can be classified according to the type of pieces that remain on board. Basic checkmates are positions where one side has only a king and the other side has one or two pieces and can checkmate the opposing king, with the pieces working together with their king. For example, king and pawn endgames involve only kings and pawns on one or both sides and the task of the stronger side is to promote one of the pawns. Other more complicated endings are classified according to the pieces on board other than kings, e.g. "rook and pawn versus rook endgame".
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