How to prepare for your Yachtmaster Offshore exam

Many very competent and highly experienced yachtsmen and women don’t have any qualifications at all and are content to keep it that way, but for some reason, not being a Yachtmaster bothered me. I was pretty sure I was up to the standard, but I didn’t know.

Once you’ve got the ticket, you become an RYA Yachtmaster, something I’ve wanted to do for years. My friend Andrew and I have been talking about doing it since before his son Daniel, now 16, was born. Perhaps it was time to finally get on with our RYA Yachtmaster Offshore.

Every course I have done up to this point, from RYA Dinghy Level 2 all the way up to Coastal Skipper (some 20 years ago) has been one of the RYA’s ‘course-completion’ qualifications – do the week and if you can do what’s on the syllabus, you get the ticket, signed off by your training centre.

The RYA Yachtmaster Certificates of Competence (Coastal, Offshore and Ocean), however, are run by the RYA under the authority of the Maritime Coastguard Agency (MCA) and as such, they are the pinnacle of training for amateur sailors, and the start of the ladder of commercial qualifications, required for anyone who wants to work as a professional seafarer. You have to meet the pre-entry requirements, but passing is based purely on how you fare during a potentially gruelling day-long practical exam.

It’s now 51 years since the RYA took over examining Yachtmasters from the Board of Trade (now the MCA) in 1973, and Yachting Monthly was, in a small way, involved in shaping some of the practical seamanship elements of the exam.

Clearly, a lot has changed in the intervening years – navigation technology, engines, deck-gear, marinas, and not least the boats themselves. I was eager to see how the RYA Yachtmaster scheme has changed with the times, and if, like many other aspects of sailing, it has simply become easier, or whether it is still the challenging test it always was.

What was I letting myself in for?

From the outset, the RYA were keen to emphasise that Yachtmaster is not an attendance-based course, but a one-day exam in which an examiner will form an objective opinion of your abilities, and will recommend you to the RYA/MCA Yachtmaster Qualification Panel to become a Yachtmaster, or not.

Technically, no instruction is required before the exam and the theory course is not compulsory. However, taking the exam is a significant investment of time and money if you’re not confident of passing, and you will certainly need theory knowledge of the level of the RYA Yachtmaster Offshore shorebased course, with practical experience and skills to match that, to stand any chance of passing.

It is strongly recommended, therefore, that you have a few days’ preparation, ideally immediately before the exam, with the same boat and crew as you’ll have for the exam so you’re at the top of your game. You don’t want to be getting to know the foibles of a boat or crew whilst trying to exude an air of calm and knowledgeable competence.

Many sailing schools offer places on a Yachtmaster preparation course, normally of five days, for four candidates, with two days of examination at the end of it, as only two candidates can be examined in any one 24-hour period, the exam being a marathon 8-12 hours for one person, and 10-18 hours for two. No more than four candidates can be examined at a time, as they are long days for candidate and examiner alike.

It was also made abundantly clear that while we had four days to prepare, this was not a course on which we could be taught what we needed to know; this should have been gained over our years of experience. The week’s aim was to run through the whole Yachtmaster syllabus to strip away any bluster, revealing to the cold light of day our weaknesses and bad habits.

Rough edges would be polished, but if we were learning new skills for the first time, then we probably were not quite ready for the exam just yet. No pressure!

What Yachtmaster Offshore instructor Matt Sillars says

The week is not a course to learn to be a Yachtmaster Offshore. You need to have done 90% of the work beforehand. The preparation days are about checking skills and finding where you need more work, rather than being taught skills. It’s also very difficult to fake experience and an examiner will spot someone exaggerating their skill set very quickly.

Getting prepared for the Yachtmaster Offshore

As I prepared for the week, I quickly found I’d had significant ‘skills fade’ in my detailed knowledge of the Collision Regulations, particularly lights, shapes and sounds, and buoyage light characteristics.

You’ll need a good working knowledge not just of the most common parts of the rules, but of the whole lot, including some of the more esoteric corners of the rule book. Professional seafarers are expect to know every word verbatim; Yachtmasters need to be getting at least 80% of the lights and shapes right, and importantly be able to demonstrate that they understand them, to pass.

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The lights shown by trawlers shooting gear, towed vessels of the bizarest dimensions and sizes, and the sound signals of vessels in all sorts of pickles were initially, at best, a little foggy.

It’s easy to feel that in normal, coastal sailing you come across these intricacies so rarely as to make them irrelevant, but the point of the Yachtmaster is that you are able to operate at sea not as an amateur, but on a par with professional seafarers.

Indeed, with a commercial endorsement to your RYA Yachtmaster, you could easily be one of them, if you ever fancied a career change. Knowing the rules also diminishes the chances of ending up in front of an inquest. The detail is fiddly, but it’s not impossible to learn.

What Yachtmaster Offshore instructor Matt Sillars says

IRPCS are something you just have to know, and it would be a real shame to fail your Yachtmaster because you hadn’t brushed up beforehand. For ease, many examiners will use packs of flip cards to test your knowledge of lights, shapes, buoyage and collision avoidance during a quiet moment on exam day. It’s not meant to be an interrogation, but if you’re getting more than two in ten wrong then the examiner won’t be able to pass you.

One little tip with sound signals are that it is easy to get overwhelmed once you start adding in all the extra sounds to the basic signals, but there are only a few distinct meanings to remember. These then get added together, but can easily be broken into their composite parts to help you decipher their meanings.

Yachtmaster Offshore training

The forecast for the week couldn’t have been much better. Typically, the only day there wasn’t sunshine and a decent breeze was the day we had the photographer on board, but the rest of the time there was enough wind to get our teeth into – there’s nothing like trying to sail onto a mooring if there’s no wind, and it’s often a stiff breeze that makes marina manoeuvring tricky.

The aim for day one was to run through the full gambit of skills that would be tested in the exam for Matt to get an idea of where Andrew and I were at. With the food and kit stowed, the day began with the usual safety briefings, engine checks and discussion regarding firefighting.

Safety briefs

A good skipper will always make sure their crew have had a safety brief. If you sail with the same crew on a regular basis, you don’t need to give them the same briefing every time, but an occasional reminder of the main points is probably a good idea, as the details quickly fade. For us, the safety brief was about making sure the people we had on board knew where everything was on a boat they hadn’t sailed before.

For a crew of novices, we would have included things like how to use a fire extinguisher and how to put on a lifejacket, but for experienced sailors, it is sufficient to show them where safety kit is, so things like tethers,
fire-fighting equipment, seacocks and softwood bungs, as well as how the distress and MOB functions on this boat’s particular chartplotter and VHF radio work, are all relevant.

On deck, knowing were the MOB recovery kit, engine fire extinguisher and liferaft are is all important.

Engines

I’ve been doing engine checks for years, and it’s easy to be familiar with your engine at a basic level. Various acronyms exist to help remind you about what to check, but advice has changed recently to add in one sensible step to an engine check and that is to isolate the engine before opening the case.

You may do this already, but if you don’t, there’s a risk that in the usual melee of getting ready to set sail, someone on deck goes to start the engine while you’ve got your hand on the drive belt. Better switch off the isolator so this can’t happen until you’re done.

The acronym I found most helpful was: IWOBBLE: Isolate; Water (strainer); Oil (level and colour, engine and transmission); Belt (wear and tension); Bilges (empty); Leaks (no oil or fuel spills); Exhaust (clean, and water once the engine has started).

It’s worth making sure any experienced sailors on your boat also know how to do some of these so that you as skipper don’t have to be the one with your head stuck in the engine bay when the engine fails on the way into harbour.

Dabs of high-vis paint on the relevant fittings can help direct you to the correct nut to loosen or tighten for each job.

What Yachtmaster Offshore instructor Matt Sillars says

In the exam, you may not have to bleed the engine, but you will need to talk through how you would handle various engine emergencies, from fires to fuel starvation, overheating and prop wraps, so spend time getting familiar with the fuel, water and cooling systems on your boat’s engine so you can point at the right bits.

Yachtmaster Offshore marina manoeuvres

With the boat and crew ready to go, it was time for our first go at ‘pontoon bashing’. It’s always going to be a little nerve-wracking handling a boat you don’t know well in the confines of a windy and tide-swept marina, so it’s a useful tool for the instructor to quickly get a gauge on your level of confidence and ability.

As someone who normally keeps a boat on a mooring and anchors at every available opportunity, tricky marina berths are something that I rarely visit, so this was a skill that needed a little more attention for me.

‘Parking’ can sometimes look a little boring to the outside observer, but serried ranks of expensive boats and vicious bow rollers and anchors makes this an exercise to really focus the mind. It also forces you to attempt berths that in normal sailing you would often rather avoid, but may be forced to use in a busy marina.

Get your bearings

To start, we took time to check the depth sounder was accurate using a leadline, and checking whether it was set to depth below the keel or below the waterline – a critical piece of information. While alongside, put the engine astern and have a look which side the prop wash emerges. The stern will kick to the other side when engaging astern.

We checked the boat’s pivot point too in ahead and astern, and how long the boat needed to get steerage in either direction. All of this can be done in open water.

Assessing the wind and tide is essential before you start a manoeuvre, factoring in what these will be doing in the berth itself, and not just out by the marina entrance. At Mercury Yacht Harbour, when the tide is in full spate, you can get a nasty diagonal cross-current across the berth, and some owners simply avoid coming or going at anything other than slack water.

Letting the boat come to a stop will show how she will want to lie.

Tricky berths

We then tried a number of different berths of ascending difficulty – coming alongside an open hammerhead was straightforward, where slotting in between two already-moored boats took a little more planning.

Getting in and out of a large bay in which several boats are moored adds complication. In this case, with a strong westerly and an ebbing tide, I concluded it would be easier to do the whole manouevre in astern rather than switching direction and losing steerage part way through.

Don’t forget to think about how you’ll get out of the berth, how other boats will lie, and whether you want wind or sunshine in the cockpit and companionway.

Getting into finger berths was straight-forward if they were ‘open’ berths, on the near side of the pontoon so that as the boat slides around the turn, her momentum carries her onto the berth. ‘Closed’ berths, on the far side were trickier, and often demanded going in past the berth, then either turning or reversing direction.

Switching which way you want to lie in the berth may necessitate starting the whole thing in astern rather than ahead. Be ready for this to be a spectator sport as onlookers wait for a victim like Romans in a Colosseum.

What Yachtmaster Offshore instructor Matt Sillars says

Judging what the tide and wind will do to your boat are key to marina manouevring. You also need to know which way the boat will ‘want’ to go in any given situation, and then use it to your advantage – think about stern kick, slide and pivot points.

It’s easy to think about bow and stern springs, but a midships line is one of the most useful. Drive against it in forwards while steering away from the pontoon to bring the bow in and hold the boat parallel.

It is also helpful to think about the ‘favoured’ side every time you enter a marina row. Given the prevailing conditions, you will be pushed to one side or the other, and you want to stay on the upwind or uptide side to keep your options open and your hull clear of the bow rollers waiting to leeward.

A ball fender is a really useful tool as it won’t roll out in the same way as a sausage fender and it has more give in it. Rig it at the point of main load before a manoeuvre.

Don’t forget to have an exit strategy if the approach doesn’t go according to plan so you can get out and try again.

Yachtmaster Offshore navigation

Getting a boat from A to B safely and effectively is still at the heart of the RYA Yachtmaster qualification, as it has been from its inception. The tools available to help us navigate have changed dramatically since 1973, however, and even in the last decade have been transformed.

GNSS, chartplotters, AIS, smartphones and internet access have resulted in a revolution. Many sailors have ditched paper almost entirely these days, so have the traditional navigation skills of the Yachtmaster scheme become irrelevant?

Planning

On our first evening, Matt set us homework; Andrew would take us from Hamble into the Beaulieu River and I would bring us back. Hardly a challenging trip, and one I’ve often done with little more than cursory planning. That’s not the point though, as if these were unfamiliar waters, I would need to navigate us much more accurately and actively, so this short trip was designed to test our pilotage and passage planning skills.

Definitely not cheating

Electronics and internet-based sources of information were not only allowed, but expected and encouraged for this exercise, albeit we also had to demonstrate our ability to use the ‘old-fashioned’ methods of calculating secondary port tidal heights, tidal streams and courses to steer.

While chartplotters on your phone may have freed us up from the old cliche of the skipper bobbing up and down to the chart table like a rabbit, it is equally as easy to fall into the trap of staring dumbly at our phones, driving a triangle across the screen, all but unaware of where we are in relation to the real world.

The trick is to be able to use every source of navigation information to make sense of the world around you and to sense-check that information against multiple sources of data.

It felt like cheating to be able to get tidal heights from my phone, but I also found the planning stage almost busier as a result. Many online sources of data, especially data, come from unknown origins and can vary a surprising amount, so don’t assume that what a screen is telling you is accurate data. Navionics and Admiralty EasyTides can disagree by up to an hour at times.

It’s also easy to let a machine work something out for you and suggest a route that makes sense on screen, but doesn’t work well in reality. It won’t factor in a good offing from a shallow lee shore, and nor will it care if the waypoints, and therefore the courses you’re steering, are easily identified visually from on deck. A single, long course, with an obvious headmark will be much easier for the helm to steer than lots of short ‘artificial’ courses. Secondary port calculations caused us both headaches as we dragged the process out of our long-term memory. Which way to interpolate and between which numbers is surprisingly easy to get wrong under pressure.

The strengths of paper

Inputting our plans into the chart plotter also takes time, as much from finding where all the dratted functions are in the plotter’s menu options as form the basic principles. For most plotters, planning remains something they do not do well, and using paper is often still faster and easier to get an overview of where safe water is. I’ve also yet to find a way to calculate a proper course to steer on a chartplotter yet, even for a single hour, let alone a longer passage.

When it comes to pilotage, a plotter or phone on deck is enormously helpful to see where you are. It isn’t however, the easiest way to present the essential information you need at your fingertips, and a notebook with pre prepared information is the best place to list expected tidal heights, alongside a sketch of buoys, lights, courses, radio comms and anything else you’ll need to know.

Execution

In many ways, the job of a small vessel navigator has got harder rather than easier, as more and more tools are at our disposal to use. Not only do you need to be able to read a chart and plot a fix, but you need to be able to navigate your way through multiple phone apps, plotter menus and be able to extract the right information from your radar and AIS.

It is very easy to get distracted from the main thing, which is keeping your head up and out of the boat, and for your bubble of awareness to shrink as you become more and more reliant on flicking from one screen to the next.

Coming out of Beaulieu, I was able to quickly check on my phone that although the height of tide promised on Navionics wasn’t huge, it was rising, and the Bramblemet tide guage was showing an extra 30cm of water. We would be fine.

I’d put in a direct route, but used the cross track error function on the plotter to keep us to starboard of track, increasing our offing to windward, clear of Stansore Point and Calshot Sands. I had also tried to pick waypoints close to easily visible marks, even though this gave us a slightly longer route.

I knew we could cut the corner with an eye on Navionics once we got closer. At no point did me pulling my phone from my pocket or referring to the plotter raise any eyebrows, though I realised at the end that having been asked to plot a visual fix at some point, the objects I’d picked for a three-point fix weren’t on the chart, and I’d omitted to go back and plot a proper one.

Blind navigation

There’s nothing quite like losing one of your senses to sharpen your use of another. While the traditional ‘blind navigation’ exercises known and loved by sailing instructors are less ‘blind’ than they used to be, they are no less challenging than they ever were. They are also the best way to learn how to use one method of navigation that you might otherwise avoid if at all possible.

Over the four days, we conducted various exercises, all within a pretty small area at the bottom of Southampton Water, finding arbitrary spots of water given to us by Matt to locate. He would pick spots on the chart, and ask us navigate from one, to the next, to circle another and to stop at another.

Even on deck with all the tools at your disposal, it’s a good simulation of finding your way into an unknown narrow channel or rock-strewn harbour approach. We tried it using the charplotter route functions, just the radar, and just visual pilotage.

The harder part came when we were asked to verify one means against the other so that we had to juggle different systems in short order – information overload and unfamiliarity with the radar, plotter or phone app being the thing that was likely to distract us at the critical moment.

How do you, for example, make sure that you stay precisely on a line between two imaginary points using radar alone? There is a way, it turns out, using the VRM/EBL function (Variable Range Marker/Electronic Bearing Line), by measuring to the imaginary point from a known, identifiable and charted point on the radar screen, then floating the VRM/EBL centre to this point, measuring the course and range from this point to your current location, then floating the centre back onto your known radar contact.

Simply steer to keep the object sliding along the EBL and when it reaches the intersection with the VRM, you’re there. Knowing the buttons to press to make this happen on your radar is another matter entirely and caused us many headaches.

What Yachtmaster Offshore instructor Matt Sillars says

Electronics are definitely not cheating. You’ve got to be able to use them, and to know what info you can trust and what you need to cross-reference. Navigation hasn’t really changed – you’ve still got to use multiple sources of position information to reliably work out where you are and where you need to go.

Rather than three bearing lines, it might be a GPS fix or a radar range, a depth and a transit, but relying on one source of information alone to determine your position never has been considered good seamanship.

Next month – Find out how Theo and Andrew got on with the rest of their prep week and whether they actually passed their Yachtmaster Offshore exam at the end of the week…

With thanks to the Hamble School of Yachting for the use of their Sun Odyssey 37. Hamble School of Yachting offers a range of sailing course, charters and adventures, from Competent Crew up to professional MCA qualifications. 

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