Theory · topic 10 of 10 · 9 min

Ocean passage planning

An ocean passage is won before the start: season, boat, crew. Then it is routine, kept up daily until you clear in.

1 · Route and season

The right ocean in the right months

When is the best time to sail from the Canaries to the Caribbean?

Late November to January. Plan each ocean outside its storm season, with the prevailing wind behind you, and go south to the steady trades before turning west.

Plan each ocean outside its storm season, with the prevailing wind behind you; insurance may fix the dates. Go south to the steady trades before you turn west: the shortest line is seldom the fastest. 2 850 M in the trades at 6.3 kn take 19 days, 2 650 M of light airs at 4.8 kn take 23.

PassageWhen
Canaries → Caribbeanlate November–January
Caribbean → Europeearly May
Panama → PolynesiaFebruary–April; NZ by November
Indian Ocean westboundJanuary–February, NE monsoon
Biscay southboundby early September
Bermuda to the Azores
Cape Town to Brazil
2 · Boat and stores

What three weeks at sea ask of her

How much drinking water should we carry for an ocean crossing?

Allow 3 litres a person a day for drinking and cooking, more in the tropics, plus a 50 % reserve, split between tanks and cans. Never count on the watermaker.

  • Rig: a cracked fitting in old wire condemns it all; re-rig, carry spare wire.
  • Steering: a windvane uses no power; try the emergency tiller in harbour.
  • Chafe: move the wear point daily. Engine spares: fuel filters, impellers, belts.

Budget energy in amp-hours, amps × hours per load, against what solar and a towed generator give; the engine makes up the deficit. Range under power: usable litres ÷ litres an hour × speed, with a reserve for the landfall.

Water for 5 crew, 18 days
  • 3 L × 5 × 18 = 270 L
  • +50 % reserve = 405 L aboard
  • Tanks 350 L: 55 L more in cans
  • Never count on the watermaker

Allow 3 L of water a person a day for drinking and cooking, more in the tropics, plus half as much again, split between tanks and cans. Provision for the expected days plus 50 %; cabbage, onions, potatoes and unwashed eggs keep for weeks, stowed dry and airy and checked daily.

3 · Crew and watches

Rested people make good decisions

How do I set up a two-watch system so nobody always gets the worst hours?

Use an odd number of watches a day, as in the Swedish system of five, so the watch hours rotate. Standing orders then tell the watch when to call the skipper.

A shakedown of two or three days with night watches shows seasickness, skill and who follows the rules, while you can still change crew. A medical condition is planned for, not barred. Rotate the watch hours: with two watches that needs an odd number of watches a day, as in the Swedish system, five a day.

Standing orders
  • Call me: any ship with CPA under 2 M
  • Call me: wind over 20 kn, glass −3 hPa in 3 h
  • Clip on at night; nobody forward alone
  • No spinnaker after dark
  • If in doubt, call me

Standing orders spare the watch from judging alone; a handover passes on course, sails, traffic and weather trend. The skipper answers for boat and crew: a schedule never outranks a forecast, a deputy lets you sleep, and you go to people in distress when you can safely. Yachtmaster Ocean covers yachts up to 24 m.

4 · Navigation and communications

The daily routine far from land

What should a float plan for an ocean passage include?

A trigger: the float plan you leave ashore says who calls which MRCC after what silence. Report daily in UT; if your link dies, relay through another boat before the trigger falls.

MeansReachUse
VHF, AIS20–30 Mkeep AIS on
HF/SSBocean-wide, freedaily net, weatherfax, forecasts
Sat phoneworldwide, paidsmall GRIBs, medical advice
Inmarsat-Cocean-wideSafetyNET forecasts, warnings
Daily report, 1800 UT
  • Position 15°40′N 042°10′W
  • Course 265°, speed 6 kn, wind ENE 18 kn
  • All well aboard
  • Next report tomorrow 1800 UT
  • Shore: no report for 48 h → call the MRCC

Leave a float plan ashore with a trigger: who calls which MRCC after what silence. Report in UT (zone +4: 1800 UT is 1400 aboard); if your link dies, relay through another boat before the trigger falls.

Log the position hourly; work the noon position and day's run (25 hours when the clocks go back). Back-ups: a handheld GPS stowed against lightning, sextant, an almanac for every month of the passage, tables for your latitudes, plotting sheets, a large-scale chart of the landfall. Check the compass daily by the Sun's amplitude or azimuth.

5 · Safety and medical

Your own boat is the rescue service

Should we take to the liferaft if the boat is taking on water?

Not while she floats: stay with the boat, fight the leak, tell the MRCC early and take to the liferaft only when she sinks.

Help may be days away: clip on before you leave the hatch, with a second person awake, and give each lifejacket an AIS MOB beacon, seen on your own plotter. Overboard: MOB button, danbuoy, a pointer, sails down, back under power; a halyard and a winch lift the casualty.

EquipmentFor an ocean
LiferaftISO 9650-1, >24 h pack, serviced
EPIRBregistered to the boat, battery in date
Grab bagadd PLB, sat phone, water, hand watermaker
Medical kitprescription drugs and a guide, with a doctor
MAYDAYAbandon ship
  • 1 MAYDAY, EPIRB on
  • 2 Painter made fast
  • 3 Raft over the side
  • 4 Step in dry, grab bag with you
  • 5 Cut the painter

Stay with the boat while she floats: fight the leak, tell the MRCC early, take to the raft only when she sinks. For illness the MRCC connects you to a doctor: have position, vital signs, history and kit list ready. Seasickness tablets work only taken before sailing; a seasick crew comes off watch, clipped on, sipping fluids.

6 · Heavy weather

Sea room is safety

Should I heave to, stream a drogue or use a sea anchor in a gale?

With sea room, heave to when the crew is exhausted; running too fast, stream a drogue astern; with a reef to leeward, lie to a parachute sea anchor from the bow, which nearly stops the drift.

Hove to
Drogue astern
Sea anchor

Before a gale: storm sails tried in harbour, everything lashed below, food cooked ahead, crew rested. With sea room, heave to when the crew is exhausted; running too fast, stream a drogue astern; with a reef to leeward, lie to a parachute sea anchor from the bow, which nearly stops the drift. A lee shore at night is the danger: stay out and close it by day.

7 · Landfall and clearing in

Arrive by day, with the Q flag up

What do I do when I arrive in a foreign country after an ocean passage?

Go straight to a port of entry under the Q flag; only the skipper lands, with passports, crew list, ship's papers and the last port's outward clearance. Once cleared, the courtesy flag goes up.

Make the landfall in daylight: slow down or heave to rather than close an unlit reef at night. A light rises at 2.08 × (√height + √eye height) miles. Old charts can be a mile out and remote lights fail: keep a wide berth. Unsure of your position, aim off up-current of the harbour: then you know which way to turn.

Atolls at nightwide berth, radar; gap by day
Aiming offB, up-current

Go straight to a port of entry under the Q flag; only the skipper lands, with passports, crew list, ship's papers and the outward clearance from the last port. Send any advance notice in local time, declare all food, and sign off crew who leave. Once cleared, the Q flag comes down and the courtesy flag goes up at the starboard spreader.

Practice questions

Questions from this topic, as the app asks them. Open one to see the answer.

Planning the crossing
  • Las Palmas → St Lucia, about 2 700 M
  • N Atlantic hurricane season: 1 Jun – 30 Nov
  • NE trades: steady from late Nov–Dec

You are planning your first trade-wind crossing from the Canaries to the Caribbean. When do you leave?

  1. Late November to January
  2. August, the calmest month
  3. June, with the longest days
  4. September, the warmest sea
Show the answer

A. Late November to January

Leave as the hurricane season closes (30 Nov) and the NE trades set in; the ARC sails in late November, when the risk on its route is very low.

Ocean passage planning — route and season · Explained in: Route and season

Rig survey
  • Cap shroud: hairline crack at lower swage
  • Rest of the rigging: same age, 12 years
  • Departure in 5 days: Canaries → Caribbean

The rigger’s survey before your Atlantic crossing finds this. What do you do?

  1. Ease that shroud and reef early all the way
  2. Replace that one shroud only and go
  3. Re-rig all of it, and carry a spare shroud
  4. Tape over the swage and check it daily
Show the answer

C. Re-rig all of it, and carry a spare shroud

One crack in 12-year-old wire says the rest is as tired: replace it before 3 weeks of rolling, and carry spare wire and fittings.

Ocean passage planning — the boat · Explained in: Boat and stores

Crew application
  • Applicant: type 1 diabetes, insulin pump
  • Passage 21 days, up to 1 000 M from help
  • Fridge on board: one 12 V unit

A crew applicant for your ocean crossing tells you this. What do you require before you accept them?

  1. Nothing extra: the pump manages it, and they are an adult
  2. Only a letter from their GP saying they are fit
  3. Nothing: refuse — no insulin user can sail offshore
  4. Double supplies, a backup cool store, a doctor’s plan, a briefed crew
Show the answer

D. Double supplies, a backup cool store, a doctor’s plan, a briefed crew

A medical condition is planned for, not ignored or barred: spares, insulin kept cool if the fridge fails, a hypo plan, crew who know it.

Ocean passage planning — crew and watches · Explained in: Crew and watches

Satellite GRIB
  • Iridium airtime: about $1 a minute
  • Data link: about 2.4 kbit/s
  • Route ahead: 15°N–25°N, 30°W–60°W

You download your GRIB by satellite email each morning mid-ocean. Which request do you send?

  1. The whole North Atlantic: 0.25°, hourly to 16 days
  2. The route box: every parameter, 0.25°, hourly to 10 days
  3. The route box only: wind and pressure, 1°, 12-hourly to 5 days
  4. The world: wind only, 3-hourly at 0.5° to 7 days
Show the answer

C. The route box only: wind and pressure, 1°, 12-hourly to 5 days

At 2.4 kbit/s every kilobyte costs: the area you’ll sail, the fields you use, a coarse grid and days the model can still forecast.

Ocean passage planning — communications · Explained in: Navigation and communications

Medical kit
  • On board: a coastal first-aid kit
  • Crossing: 18 days, 4–6 days from a doctor
  • Sat phone for medical advice

You are reviewing the medical kit for the crossing. What do you add?

  1. More plasters and bandages: the same kit doubled
  2. Prescription drugs and a medical guide, agreed with a doctor
  3. A defibrillator in place of extra medicines
  4. Nothing: radio advice replaces a bigger kit
Show the answer

B. Prescription drugs and a medical guide, agreed with a doctor

Days from help, you must treat, not just patch: antibiotics, strong painkillers, wound closure — chosen with a doctor, with a guide.

Ocean passage planning — medical · Explained in: Safety and medical

Gale, mid-ocean
  • Gale from astern: 40 kn, breaking seas
  • Boat surfing to 14 kn, near-broaches
  • Sea room: 900 M downwind

This is your situation mid-ocean. What do you do?

  1. Turn and beat into it to stop the surfing
  2. Stream a drogue astern to slow her and hold her stern-to
  3. Lie ahull: all sail down, helm lashed
  4. Carry on as fast as she will go downwind
Show the answer

B. Stream a drogue astern to slow her and hold her stern-to

With sea room to leeward, a drogue slows her to a safe speed and keeps the stern to the seas, stopping the broaches.

Ocean passage planning — heavy weather · Explained in: Heavy weather

Practise it

All 100 questions of this topic are in the app: practice by topic with the reason after every answer, your mistakes brought back, and a timed mock exam. Free, no sign-up, in the browser or in Telegram.