Boating Introduction (Briefing for Chartering Newcomers)

This is a check list to be used when you have to introduce a new charterer to boating, including moving around, equipment, do and dont's, etc.


Checklist image
Basics: getting on & off the boat safely
Moving around: what you can walk on, hold onto & clip yourself to (jackstay)
Deck hazards: shoe policy, hatches, boom & any other hazard area
Lines & winches: basic use & hazards to be aware of
Lockers: where they are & the contents (Fender storage, cleaning supplies, safety equipment location, & gas)
Tender: how it’s used
Engine: turning it on/off & how to operate. Emergency turn-off
Instruments & GPS: quick overview
Teamwork: report any injuries, breakages, concerns or illnesses immediately
Sun protection: hats, sunscreen
Hydration policy: everyone must be seen to be drinking water throughout the day
Sea sickness: symptoms, ways to avoid it, what to do if you get it
Medical questionnaires filled out? Ask visitors/crew: Any allergies? Anyone that can’t swim? Medical conditions? Food allergies? Diabetes, epilepsy, heart condition, etc.
Man Over Board (MOB): purpose of equipment, MOB procedure & MOB buttons/alerts, life raft etc. Note: if you do fall in, go into fetal position
MAYAY Instructions: Make a note that you’ll show crew the VHF & MAYDAY procedure below decks (See MAYDAY Checklist)
Life raft: purpose & procedure for use
EPIRB/SART: purpose & procedure for use
Flares: location, use & precautions
Life raft survival grab bag: location, purpose & contents
Emergency tiller: location, how to use
Emergency fuel cut-off location
Moving around: hand holds, slipping, companionway steps
Lifejackets & harnesses. Distribute, adjust & discuss when and where to wear
First aid kits: locations, equipment, logbooks & procedure for requesting First Aid. Mention who the designated First Aider is.
VHF Radio: show how to turn on & follow instructions for MAYDAY call
Torches and search lights: locations
Circuit board: overview of switches & how the electricity works, Nav lights
Fire extinguishers & blankets: location
Hatches: dangers & making sure they’re closed at sea
Heads: how to use, no toilet paper! Also mention that lack of water in the head is a serious danger & should be reported immediately
Sinks/showers: how to use & how to clean up afterwards
Water: drinkable/not drinkable? Explain water is in short supply!
Galley: location of everything, dangers (gas, slamming doors, burns) & how each appliance operates. Important that everyone keeps galley clean
Cleanliness: everything needs to be put back from where it came from!
Flooding: bilge pumps, stop cocks, plugs & bailing
Garbage: general waste and hazardous waste policies