...the key is safety. Crew, empowered with simple directions, will overcome adversity. The incapacitation of the captain is a very good example.
Could be used against you in a court of law if not followed correctly.
1. Establishes clear, non-negotiable requirements that must be met by all parties.
2. Provides a defined framework for understanding and addressing crew misconduct or breaches of expectation.
3. Supports the vessel owner’s duty-of-care obligations, including safety at sea, customs and immigration compliance, and potential medical evacuation scenarios.
4. Helps limit the vessel owner’s liability where agreed criteria have not been fulfilled by the crew member.
5. May be relied upon as supporting evidence in legal proceedings.
6. Functions as a form of contractual agreement, as it is typically acknowledged and signed by both parties.
Offshore, the only immediate assistance available is from the person standing beside you. For this reason, we require crew to complete a first aid course that includes training in the use of a defibrillator, and where possible, the use of needles, as part of their certification.
But why is this level of training necessary?
If a patient requires evacuation, does your standard insurance policy provide coverage at this distance offshore on a private vessel?
Read more
1. The vessel owner must also adhere closely to these guidelines, as crew will observe and follow leadership by example.
2. Use the manual as a “must do…” framework rather than a “how to…” guide—there is a clear distinction between instruction and expectation, which is often overlooked.
3. Guidelines should be clear and precise, without becoming overly complex, overly prescriptive, or unnecessarily authoritative in tone.
1. Setting clear expectations with simple, direct guidance.
2. Motivating and empowering crew through structured information.
3. Enabling advance instruction, reducing the need for corrective direction on the day.
4. Streamlining departures, as crew already understand required procedures.
5. Improving overall safety at sea through consistent practices.
6. Providing “How to…” (blue) sections for general equipment guidance.
7. Providing “How to…” (red) sections for high-priority or safety-critical information.
8. Supporting compliance with State, National, and Maritime legislation, as well as insurance requirements.
9. Meeting legal duty-of-care obligations owed to crew under maritime law.
10. Documenting procedures and proactive maintenance, demonstrating ongoing vessel care — a strong advantage when it comes to future vessel resale.
Understanding the psychology behind documenting information onboard your vessel was introduced in the topic “Empowering Crew.” If you are yet to read “Empowering Crew,” please do so, as this section builds upon those principles.
In this section, we explore two effective yet contrasting documentation approaches:
1.“How to…” Crew Manual (informal content), and
2. “Must Do…” Crew Declaration Form. (formal directives).
Write procedures in point form. Crew can then:
1. Open the manual,
2. Quick reference INDEX:
- RED being high priority and safety,
- BLUE often equipment related,
- BLACK is information of interest.
3. ‘Read-and-do’.
Click here for an example
If you are looking for a start point, take ‘dot-point’ notes from Offshore Cruising Course and adapt some of his ideas to your situation. That course contains some exceptionally good ‘meat’ that may work for you.
Then file ‘procedure snippets’ for a rainy day when the Crew Manual is being diarised.
You are at a remote anchorage and your partner (the captain) is found with little to no pulse.
1. Is a First Aid course necessary?
2. Is a Marine First Aid course necessary?
3. Is there a Defibrillator?
4. Who can use it?
5. Where is it?
6. How do you use it?
7. Whom do I call?
8. What is our position if asked?
NOTES - Read more...
1. Keep the instructions short but precise.
2. State exactly what needs to be done, the ‘critical HOW TO’ data.
3. Followed by ‘useful information below’.
Click here for an example
NOTES - Read more...
If you find the procedure is not being understood, fine-tune the procedure NOT THE CREW MEMBER. That procedure should then lead to other related procedures. Do not assume that what you perceive as common sense, is understood the same way by your partner or crew. Always write to the lowest common denominator.
Following on from the incapacitated captain scenario (who is now stable, but can't talk):
1. Do you have a How to…Raise the ANCHOR?
2. Do you think that it's that important that it needs it's own ‘How to…' procedure?
Some other ‘How to… questions' could include:
1. Knowing how to set the anchor?
2. Do they start an engine first, or raise the anchor first?
NOTES - Read more...
Some computer knowledge of writing a letter in Pages or Word is needed. Familiarise yourself with either the Pages program (free from Apple), or the Word program (not sure if this is a paid product with Microsoft). Both have more buttons than you would ever need.
A solid template foundation is key. There are a few things that need to be ironed out from the start about a manual, and they include:
1. Manual size: easiest is A4 (for description manuals), and A5 (for reading manuals),
2. Find a template in ‘Pages’, or ‘Word’ - use their free templates,
3. Choose a simple template that has ‘headers and footers’, in particular ‘footers’,
4. Select your font - don’t worry about formatting while you write, and
5. Decide on printing (Officeworks: $10-$60 for them to print in the colour book version) verse electronic media (PDF files: Free, however many crew struggle to digest/remember in this format).
Starting tips, read more...
There is a standard layout for quality manuals that are guided by ISO 9001, however, this is not what we need here for a Cruising CREW MANUAL. The layout should be simpler and far more user-friendly.
It should however include an:
1. Index,
2. General Introduction (define roles, OFFSHORE CRUISING Course has some ideas that may slot in here),
3. Components (including How to… foul weather tactics, autopilot use, sail settings),
4. Emergency (including How to… engines, autopilot, sail, anchor, radio calls). Decide how your INDEX of the manual should look.
Use colours, bold and capitals deliberately in your manual. Scanning back through this article and seeing what is highlighted has been done deliberately. Go back to the mySerenity photos and see how the psychological aspects listed below are being used:
1. BOLD CAPITALS - draws importance.
2. COLOUR - red is eye-catching during a scan and associated with danger/safety/importance.
3. Limit RED How to… procedures to no more than 10-15 red procedures.
4. How to… procedures colours effectively split topics in importance.
5. If a location sticker is green, use it. It forms a mental picture by colour association.
CLICK HERE to see the final product (Tip: Use the INDEX to find a page of interest)
If you have found this helpful and would like a template to get you started, contact me and we can chat.
For those who are PACIFIC RALLY Members, drop me a line.
Insurance companies will be happy, and those legal loopholes have the wind blown out of their sails.