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Charter operations

Charter boat pre-departure checklist — what to check before every guest trip

6 min read

The pre-departure checklist a charter yacht should run before guests step aboard, split by who does it, plus how to make sure it is actually done and recorded every time.

On a charter boat the pre-departure check is not a safety formality; it is the difference between a trip that starts on time and a guest who watches the crew hunting for a fuse. This is the list we see on well-run crewed and bareboat charter yachts from 40 to 100 ft, split by who is responsible, so it can be run in parallel and finished in an hour.

Engineering — engine room and systems

  • Engine and generator oil, coolant and belt check; raw-water strainers clean; no leaks in the bilge under either.
  • Fuel: quantity for the itinerary plus reserve; primary filter bowl free of water.
  • Fresh water: tanks full, pump running, water heater on, watermaker tested if fitted.
  • Holding tanks empty; heads flushed and working; macerator run.
  • Batteries charged; shore power disconnected and stowed; inverter and charger states checked.
  • Bilge pumps tested on manual and automatic; high-water alarm tested.
  • Steering full lock to lock; autopilot engaged and disengaged; bow thruster run.
  • Air conditioning and fridges cold; ice maker running.
  • Anchor windlass up and down under load; chain marked; snubber aboard.

Deck — safety and seamanship

  • Liferaft in date and secured; hydrostatic release in date; EPIRB registered and tested; grab bag checked.
  • Lifejackets one per person plus spares, checked and accessible; harnesses and tethers for crew.
  • Fire extinguishers in date and in place; fixed system armed; gas locker checked and gas off until needed.
  • Flares in date; MOB gear (horseshoe, light, pole or MOB1) ready; throw line aboard.
  • Navigation lights, VHF radio check with the marina, AIS transmitting, chartplotter with the route loaded.
  • Sailing: sails bent on, reefing lines run, running rigging inspected for chafe, halyards and sheets tidy.
  • Tender: fuel, kill cord, oars, painter, lights, launched and running.
  • Lines, fenders and boat hook ready for departure; passerelle and swim ladder stowed or secured.
  • Safety briefing prepared: where the lifejackets are, how the heads work, gas, MOB, what to do if the captain is down.

Interior — guest readiness

  • Cabins made up per the guest preference sheet; linen and towels counted.
  • Galley provisioned per the menu; fridges and freezer at temperature; dietary notes on the board.
  • First-aid kit checked and restocked; seasickness medication aboard.
  • Water toys inflated and tested; snorkel gear counted; rinse tank full.
  • Documents aboard: registration, insurance, radio licence, charter agreement, crew list, guest passports where required, port clearance.
  • Boat clean, deck dry, cushions out, music and Wi-Fi working.

Making sure it actually happens

  • One checklist per department, one owner each, run in parallel, all three signed off to the captain before guests arrive.
  • Same list every time. A checklist that changes each trip is a memory test, not a checklist.
  • Sign-off with a name and a time, not a tick. When something is found broken on day two, you need to know who checked it and when.
  • Anything found not working goes on the issues list immediately with a photo, even if it is fixed on the spot — the pattern is what tells you a part is failing.
  • Review the list quarterly: add what got missed, remove what never fails.

Do all of this in iVessel — and more

iVessel is built to run exactly this: a checklist per department, assigned to a person, signed off with a name and a time, and stored on the boat forever.

  • Create your own pre-departure, turnaround and handover checklists with the items you want, in the order you want; they live on the boat's account and are there for every trip, whoever the crew are.
  • Assign each checklist to a crew member; every item is signed off with a name and a time, and the captain or manager ashore sees the status live.
  • Log anything found broken as an issue with a photo in seconds; the parts used to fix it come off the spares inventory automatically.
  • Keep the boat's documents, certificates and expiry dates in one place, with reminders before anything lapses.
  • Works offline at the dock and at sea, and syncs when you are back in range. iOS, Android and web.

Your first boat is free for 30 days.

Frequently asked

What should a pre-departure checklist for a charter boat include?

Three lists: engineering (engine, generator, fuel, water, holding tanks, batteries, bilge pumps, steering, windlass), deck safety (liferaft, lifejackets, fire, flares, MOB gear, lights, radio, tender, lines) and interior guest readiness (cabins, galley, first aid, toys, documents, cleanliness). Each run by one owner and signed off to the captain before guests arrive.

How long should a pre-departure check take?

About an hour with three people running the three lists in parallel. Longer on the first trip of the season; shorter once the same list has been run a few times.

Should the pre-departure checklist be on paper or in an app?

An app, once more than one person is involved: it keeps the same list every time, records who signed off each item and when, and puts anything found broken straight onto the issues list. Paper works for a single-handed boat.

Track this in iVessel — free 30-day trial

$35 per boat per month, unlimited users, 30-day free trial on your first boat.

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