Balancing situation result from sequences like:
| West |
North |
East |
South |
| 1♥ | Pass | Pass | ? |
Note that a Pass in this balancing position would result in defense against a 1♥ contract. The player in the balancing position, knows that the opener has made a non-forcing bid and that the opener's partner has denied values required to respond. In such a situation, it is probable that the opponents have less than half of the high-card strength. It is important to be able to enter the bidding on hands in which one has about 9-11 high card points (HCP). Therefore, in balancing position, either a takeout double or 1NT overcall can be made on less values than in direct position.
Mike Lawrence gave a detailed account of the various balancing situations in his Complete Book on Balancing in Contract Bridge. He stressed the fact that balancing over a minor suit is markedly different from balancing over a major suit. The difference stems from the fact that on a minor suit you can double and - after partner's response at 1-level - can rebid 1NT with 15-17 HCP. However, on a takeout double over a major suit, partner will seldom bid at the 1-level. As a result, the 1NT overcall over a major suit needs to be stronger.
The following summarises the balancing agreements made by competitive bridge players:
Balancing Over a Minor Suit Opening
| West | North | East | South (in the balancing position) |
| Call | Meaning |
| 1♦ | Pass | Pass | Double | 8+ HCP |
| 1♥/♠ | normal overcall |
| 1NT | 10-14 HCP, does not guarantee a stopper |
| 2♣ | normal overcall |
| 2♦ | unknown two-suiter (see Michaels cuebid) |
| 2♥/♠ | good 6+ card, 12-16 hcp |
| 2NT | 18-19 HCP, balanced |
Balancing Over a Major Suit Opening
| West | North | East | South (in the balancing position) |
| Call | Meaning |
| 1♥ | Pass | Pass | Double | 8+ HCP |
| 1♠ | normal overcall |
| 1NT | 12-16 HCP, does not guarantee a stopper |
| 2♣/♦ | normal overcall |
| 2♥ | unknown two-suiter (see Michaels cuebid) |
| 2♠ | good 6+ card, 12-16 hcp |
| 2NT | 17-19 HCP, balanced |
Balancing can be also executed in later rounds of bidding, in the sequences where the opponents have found a fit but stopped at a low-level. Normally, it is performed with some values, but less than if it was in direct seat. The opponents' fit requirement is important: statistically, existence of one side's 8+ cards fit favors the possibility that their opponents also have one (see Law of total tricks). Also, the opponents fit gives a clue to the partner's length in the suit, and, by inference from previous rounds of bidding, in other suits.
| Bidding | South Holding | Comment |
| West |
North |
East |
South |
| | 1♥ | Pass |
| 2♥ | Pass | Pass | ? |
|
♠ J1084 ♥ 8 ♦ A982 ♣ QJ63 |
South was too weak to give a takeout double in the first round, but the bidding now places some points with partner, and a likely fit in some suit |
| ♠ KQ108 ♥ 8532 ♦ A82 ♣ J6 |
South can now venture 2♠ overcall, judging that the partner has singleton heart and some values, so even a 4-3 fit could play well. |
| West |
North |
East |
South |
| 1♦ | Pass | 1♥ | Pass |
| 2♥ | Pass | Pass | ? |
|
♠ 108642 ♥ 83 ♦ A98 ♣ QJ6 |
A hand too weak for initial overcall might now try a 2♠, as partner is marked with some values. |
| West |
North |
East |
South |
| 1♦ | Pass | 1♥ | Pass |
| 2♦ | Pass | Pass | ? |
|
♠ 10864 ♥ AJ6 ♦ 98 ♣ KJ103 |
Although the distribution and strength are fine, opponents have not found a fit, and balancing can be dangerous; no fit from partner is implied, and East may have passed with significant values in fear of a misfit. |
| West |
North |
East |
South |
| 1NT | Pass | 2♦ | Pass |
| 2♥ | Pass | Pass | ? |
^ Jacoby transfer |
♠ 10864 ♥ 5 ♦ KQ65 ♣ J1094 |
This is a fairly extreme case, but a takeout double might be ventured at matchpoints. The partner is marked with values which lie behind 1NT opener, although he might fail to provide a fit or expect more from the balancer and pass for penalties. |
Although the "balancing in direct seat" term is self-contradictory, it is occasionally possible to have the "balancing values", yet to act relatively safely in the direct seat. The classic case[1] is after the opponents have found a fit at the two level:
| Bidding | South Holding | Comment |
| West |
North |
East |
South |
| | | Pass |
| 1♥ | Pass | 2♥ | ? |
|
♠ 10963 ♥ 8 ♦ A8532 ♣ KQ8 |
South can see that the partner is not short in hearts and is unlikely to balance over 2♥, so a takeout double is in order. A prior partnership agreement for light actions is in order. |
It can also occur when the LHO has bid a sign-off without a clear fit, though this is not recommended due to the danger of not landing in a fit after the "pre balance".[1]
The tactics/convention is often referred to as "OBAR BIDS" (acronym for "Opponents Bid And Raise - Balance In Direct Seat").