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Published on 09.05.2025

Crew briefing by the skipper – what is not on the checklist

Written by Regina Pötz
Crew briefing by the skipper – what is not on the checklist

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A sailing trip doesn't just start when you cast off. Even before that, the crew briefing by the skipper ensures safety, team spirit, and a relaxed atmosphere on board – so we can sail, enjoy, and experience together. The crew briefing is not just a mandatory program or a technical overview of the yacht. It is the foundation for a good and safe coexistence on board.

Arrive, get to know each other, coordinate

The crew briefing by the skipper not only creates clarity on board but also trust within the team. It's not just about technical processes – it brings the crew together. The crew may have never experienced this constellation before, may be excited or tired from the journey.

But even groups of friends who know each other well experience unfamiliar closeness through living together on board. So before it comes to technology and safety, it's worth having a cup of coffee or a cold drink together in the cockpit. 

One trip, many ideas – arrive together, plan together

In this round, wishes and needs should be expressed. Some want to actively participate in sailing, others prefer to relax. Early risers dream of the sunrise under sail, late risers of a leisurely start to the day.

Open conversations not only help with planning – they strengthen togetherness. This creates a common plan that suits everyone. The trip runs smoothly – misunderstandings can be avoided before they arise.

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Distribute roles correctly on a sailing holiday – with a good crew briefing

A role distribution is also important. This doesn't mean that everything has to be fixed or permanently assigned. But knowing who will take the stern line when docking or assist with navigation makes one feel involved and responsible. Tasks like washing dishes, disposing of waste, etc., must of course be done and fairly distributed.

Children also benefit from clear structures and small areas of responsibility on board: for example, making sure no toys are lying around in the cockpit or preparing the fenders before docking. It's important that they are involved in an age-appropriate way – this enhances their sense of security and makes them small but valuable crew members.

Technology & Safety – Sources of danger on board

Of course, a thorough safety and technical briefing is also part of the introduction. It's not about detailing worst-case scenarios but providing a clear overview: Where is the fire extinguisher and the first aid kit? How does the gas stove work safely – and where is the shut-off valve?

The position of the sea valves, the control panel, the power management on board (keyword: limited battery capacity), or the correct operation of the onboard toilets are also included. Such things are quickly explained – but crucial to know. Better to invest a few more minutes than to face problems later that could have been easily avoided.

And very important: Even experienced sailors should be included in the briefing. No one knows every charter yacht in detail – and the more all crew members know, the more independently and confidently they can act.

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Sailing fun

Between safety and sailing fun: Organizing everyday life on board

An often underestimated part of the crew briefing concerns the everyday life on board. Shoes, for example: On yachts, you should only wear non-slip, light (sailing) shoes with flexible soles. Walking barefoot or in flip-flops on the deck is not only uncomfortable but simply dangerous – cleats, hatches, or sheets are real tripping hazards.

Even seemingly simple things like safely walking on the gangway (is it stable?), going down the companionway backwards (always keep one hand free!), or proper fendering when entering or leaving (never fend off with your hand!) are part of it. What is self-evident for sailors is often new territory for sailing beginners – all the more important to explain not only the "what" but also the "why".

Daily routine: Clarity through situation briefing

What is not on any checklist but makes everyday life on board relaxed: Clarity. 

Through a morning situation briefing in the cockpit, for example – planning the day together, discussing stage goals, wind and weather conditions, planning swimming stops or shore excursions. Who is particularly motivated today, who needs a break?

The evening ritual is also worth its weight in gold: a review of the day, a shared drink, a good conversation.

Harbor maneuvers also benefit from clear communication. Before each departure or docking, it should be discussed who does what – from the line handler to the fender service to communication with the helmsman.

The skipper bears responsibility – but safety is a team matter

At the end of the day, the legal responsibility lies with the skipper. He must keep an eye on the weather, adjust the route, make decisions if in doubt – even against the wishes of the rest of the crew. It's not a question of authority but of responsibility.

The crew briefing is much more than ticking off a list: It means communication, team building, safety briefing, and trust building at the same time. Those who take it seriously lay the foundation for a safe and relaxed trip.

In our blog post: Crew and safety briefing by the skipper before departure you will find a list of the most important points.

Don't hesitate to create your own individual lists for a successful sailing trip – it's not a weakness, but creates structure, safety, and overview for skipper and crew.

Read the blog crew and safety briefing

Last but not least: Sailing is passion – a wonderful feeling

Even with the safety and crew briefing, sensitivity is needed: Adjust the scope, tone, and content to your crew, experience, and situation. Engage with your fellow sailors, convey safety – not fear. Especially on family trips with small children, it can help to explain the heeling when sailing in advance to reduce sudden fears.

A responsible skipper provides orientation, adapts maneuvers and routes to the crew's skills and comfort – whether sporty with friends, active with older children, or relaxed with the family. This creates a sailing holiday that everyone will remember fondly.

In our extensive charter offer you will find the perfect yacht for your next trip, whether with excellent sailing performance – ideal for sporty adventures – or spacious 4- and 5-cabin yachts and catamarans with plenty of space and comfort – perfect for families or groups of friends.

We wish you a beautiful and safe trip! - Your Pitter Yachtcharter Team

Regina Pötz
Regina Pötz
Author of the article

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