Sailboat Captain Templates

Sailboat Captain Templates

There is a huge number of templates that someone in the Sailboat Captain role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Sailboat Captain. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Crew Schedule
2. Voyage Plan
3. Safety Checklist
4. Maintenance Log
5. Provisioning List
6. Guest Manifest
7. Fuel Consumption Report
8. Expense Tracker
9. Weather Forecast
10. Daily Log

Reports

Reports are often prepared by a Sailboat Captain to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Revenue Report
2. Crew Performance Report
3. Maintenance and Repair Report
4. Fuel Consumption Report
5. Customer Satisfaction Report
6. Inventory and Supplies Report
7. Safety and Compliance Report
8. Weather and Navigation Report
9. Charter Booking Report
10. Vessel Utilization Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Sailboat Captain does and how they do it.

1. Pre-Departure Checklist
2. Safety Equipment Inspection
3. Engine Maintenance SOP
4. Navigation and Charting SOP
5. Emergency Response Plan
6. Passenger Boarding and Disembarking SOP
7. Weather Monitoring and Decision Making SOP
8. Mooring and Anchoring Procedures
9. Daily Cleaning and Sanitization SOP
10. End-of-Month Reporting SOP

Presentations

Sailboat Captain presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Report
2. Safety Training Presentation
3. Crew Briefing Template
4. Vessel Maintenance Update
5. Customer Satisfaction Review

Legal Docs

There are several key times when a Sailboat Captain needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Crew Agreement Template
2. Charter Agreement Template
3. Safety Checklist Template
4. Incident Report Template
5. Vessel Maintenance Log Template

Health & Safety Templates

Health & Safety templates for a Sailboat Captain ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Emergency Response Plan Template
3. Crew Training Record Template
4. Accident and Incident Report Template
5. Safety Meeting Agenda Template

Calendars

Setting up Sailboat Captain calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Crew Schedule
2. Maintenance and Repair Calendar
3. Weather Forecast Calendar
4. Port of Call Calendar
5. Training and Certification Calendar

Invoice Templates

Several types of Sailboat Captain invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Charter Invoice
2. Fuel and Maintenance Invoice
3. Crew Salary Invoice
4. Provisioning and Supplies Invoice
5. Docking and Port Fees Invoice

Survey Templates

For a Sailboat Captain to get insights related to the work they do, they need to send out Sailboat Captain surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Crew Performance Evaluation Survey
3. Safety and Emergency Preparedness Survey
4. Destination Preference Survey
5. Maintenance and Equipment Feedback Survey

Meeting Agendas

Having premade Sailboat Captain meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Crew Briefing Meeting
2. Safety Training Meeting
3. Maintenance and Repair Meeting
4. Route Planning Meeting
5. Customer Feedback Meeting

Budget Templates

To manage finances well, a Sailboat Captain would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Fuel and Maintenance Budget
3. Crew and Staff Payroll Template
4. Provisioning and Supplies Budget
5. Insurance and Licensing Expenses Template

Dashboards

Dashboards are a useful way for a Sailboat Captain to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Revenue Dashboard
2. Crew Performance Dashboard
3. Maintenance and Repairs Dashboard
4. Customer Satisfaction Dashboard
5. Fuel Consumption Dashboard

Proposal Templates

For bidding or requesting work, a Sailboat Captain needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Charter Proposal
2. Crew Hiring Proposal
3. Equipment Upgrade Proposal
4. Marketing and Advertising Proposal
5. Safety Training Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Sailboat Captain templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.