PROGRAM GUIDELINE
Lesson Plans, Curriculums & Resources
Table of Contents
Introduction .................................................................................................................................................................................................... 3
What exactly is the Junior Big Boat Sailing Program? ...............................................................................................3
How do I get involved? ..............................................................................................................................................4
Ten Guidelines for Running the Junior Big Boat Program ................................................................................................... 5
Setting up the Program ............................................................................................................................................................................. 6
The General Requirements ........................................................................................................................................6
Pre-Course Set Up ......................................................................................................................................................6
1.
Assign a Volunteer Leader............................................................................................................................6
2.
Find a Boat and (willing) Owner ...................................................................................................................6
3.
Assign and Train your Staff...........................................................................................................................7
4.
Meet with the Owner ...................................................................................................................................8
5.
Hold an open house for parents ..................................................................................................................8
Club Owned Boats & Commercial Schools .................................................................................................................8
Additional Sailing Opportunities- Local Fleets ...........................................................................................................9
Outlines and Lesson Plans .....................................................................................................................................................................10
Outline for: Basic Class #1 .......................................................................................................................................11
Lesson Plan for: Basic Class #1 ................................................................................................................................13
Outline for: Basic Class #2 .......................................................................................................................................14
Lesson Plan for: Basic Class #2 ................................................................................................................................16
Outline for: Basic Class #3 .......................................................................................................................................17
Lesson Plan for: Basic Class #3 ................................................................................................................................19
Outline for: Basic Class #4 .......................................................................................................................................20
Lesson Plan for: Basic Class #4 ................................................................................................................................21
Outline for: Basic Class #5 .......................................................................................................................................22
Lesson Plan for: Basic Class #5 ................................................................................................................................23
Outline for: Basic Class #6 .......................................................................................................................................24
Lesson Plan for: Basic Class #6 ................................................................................................................................25
Outline for: Basic Class #7 .......................................................................................................................................26
Lesson Plan for: Basic Class #7 ................................................................................................................................27
Outline for: Basic Class #8 .......................................................................................................................................28
Lesson Plan for: Basic Class #8 ................................................................................................................................29
Bad Weather/No Boat Activities........................................................................................................................................................31
Junior Big Boat Sailing Coast Guard Documentation .............................................................................................................33
2
Introduction
Congratulations! You have taken on an exciting challenge that can provide a great future for our sport
by offering an opportunity for teenagers to learn how to sail a big boat. As you are aware, keeping teens
in sailing has been a significant challenge to every sail training facility. This program addresses that
challenge, and this guide has been prepared to help you in that effort. It may cover things you already
know and it certainly can be modified as needed for your local situation. However, it provides a
suggested outline of topics and procedures that may be helpful as well as refresh what you already
know.
If your background is in sailing instruction you’ll find that coaching a team is a bit different. You need to
teach and coach each person individually, but spend more time coaching the entire team to work
together as a unit. The success of this JBBS program is highly dependent on the Coach to help the crew
work together in learning big boat skills. That means identifying every individual’s strengths and
weaknesses while working on timing and coordination of crew work. If you do your job well, you’ll see
smooth maneuvers, a sense of team and good communication skills among the teens.
What exactly is the Junior Big Boat Sailing Program?
The Junior Big Boat Sailing (JBBS) Program is an opportunity for teens to sail with an instructor, or
coach, on 35-45 foot well-outfitted sailboats. The JBBS program is structured around the use of a
volunteered big boat lent for use to the program by a club member, owner, or volunteer who receives
no compensation for the use of the boat or its equipment. The program allows new sailors to learn the
ropes on a big boat platform - or experienced junior sailors can apply their small boat sailing skills to a
new challenge. The JBBS program highlights fun, social and teamwork. With JBBS skills, teens can be
valuable crew on cruising boats and club racers.
The program is split into Introduction and Advanced levels which provide an introduction to both Big
Boat sailing and Big Boat racing. This program offers the framework skills to allow teens to participate in
overnight cruises or weekly race series. We’ve provided outlines, lesson plans and additional resources
which hopefully will be of use to you. Additionally, US Sailing provides a central database of resources at
http://training.ussailing.org/Resources/JuniorBigBoatSailing.htm
The Introductory course is focused on skill development and the social aspects of big boat sailing and is
not intended to be a formal “lean-to-race” program. The Introductory group does not go beyond the use
of an asymmetrical spinnaker or practice on racing techniques, but rather prepares the individual to be
crew on a cruising type offshore boat.
The second course lesson guide is the “Advanced” or Racing course. It introduces racing, GPS navigation,
spinnaker pole jibing, helmsmanship, and advanced boat handling skills that prepares the participant to
be a racing crew.
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To supplement the primary curriculums, the program also works with the Junior Safety at Sea Program
from the Storm Trysail Club. We have outlined how you can connect with that organization in this
material.
How do I get involved?
Before beginning, here are a few things we suggest you review and consider:
1. How the program complies with U.S. Coast Guard passenger carrying regulations and what protocols
the program must follow to comply
2. Legal issues – proper waivers, background checks on all adults who will be in contact with the
teenagers
3. Marketing – how to properly reach out to teens and their parents; using the social media tools of
teens; find, inspire and prompt ‘promoters’ from within the teen community
4. Pricing – options for recouping the expenses of the program
5. Attracting a volunteered, privately owned boat
6. Hiring the right coach
7. Developing and providing enough detailed instructions for your volunteer boat owner and your
coach on properly training teens on sailing a large keelboat
8. Teaching and coaching techniques that work best for a team of teens
9. Specific job assignments for each position on a normal 35-45’ Cruiser/Racer using a symmetrical and
asymmetrical spinnaker
10. Training teens at different levels of skill and knowledge on the boat at the same time
If you feel comfortable with all aspects of the program then JBBS is the right fit for you!
4
Ten Guidelines for Running the Junior Big Boat Program
As you begin a Junior Big Boat Program, keep in mind that you are dealing with a young, energetic crew.
The following guidelines will help keep- the crew engaged during the on the water training:
1. Make sure –each of the JBB candidates stay busy and are engaged.
2. Keep the boat moving and in full “Trim” mode at all times. Picture yourself preparing for a start of a
race in a class with many boats vying for optimum starting position.
3. Allow each student to work a single position thru four (4) complete maneuvers. For instance if
demonstrating taking from a close hauled position have each person complete four (4) tacks.
4. Make sure that before a position change is made, the person filling a certain role on the boat
explains to his/her peers what they were doing, why, and how to do it. This will help create a sense
of ownership for the position, allowing the student to assume the role of “teacher” thus solidifying
the learning and creating the additional sense of team. Periodically have them review their Cue
Cards as a reminder of their responsibilities.
5.
After each maneuver score it, explain what went well, single out good performances in a short
debrief for the team. Young people thrive on instant and positive feedback.
6. Remember that while the training is important, it is just as important that the crew have FUN while
sailing.
7. Before the next maneuver is executed, and the position handoffs have taken place, pause and ask
for questions.
8. Make sure that the crew remains hydrated and in good shape. Check often for any issues that may
arise concerning your crew’s health and welfare.
9. Make it easy – young people excel when they sense a degree of success and job well done and they
are also very open to honest and constructive feedback when things don’t go well.
10. Positive feedback is your best friend.
5
Setting up the Program
The General Requirements
The Junior Big Boat Sailing Program is a great way to help teens enter the sport of sailing or keep them
involved in sailing at a time that they may be considering dropping out. To be a sustainable program,
JBBS has several general requirements:
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Leaders of your organization must see the need for and benefit of the program;
Parents and volunteers who are committed to providing logistical support;
A US Sailing certified instructor with demonstrated skills in larger boats and the ability to work
well with and teach teenagers;
At least one dedicated, service-minded, boat owner willing to commit personal time, energy and
his, or her, vessel for the training.
Pre-Course Set Up
In order to simplify the process we’ve provided a step by step walkthrough for implementation the
program. With this document you’ll also find lesson plans and “Cue Cards, which are located in Section
5: “Additional Resources.”
1. Assign a Volunteer Leader
This person is best drawn from the leadership of the club so that the program’s needs as well as its
impact on the club can be anticipated and well managed. More importantly, the Volunteer Leader must
have a very educated and balanced understanding of the unique needs of teen sailors (and your junior
program) as well as a good level of expertise with larger vessels. These qualities will be critical when
difficult decisions about risk management or staffing need to be made.
2. Find a Boat and (willing) Owner
The Boat Owner makes a huge commitment of time and money and, by Coast Guard law, is prevented
from being compensated in any tangible way. He or she is usually an avid supporter of the club and is
motivated by several things: desire to give back to the members of the club, interest in the health of the
club’s membership, interest in working with teens; and/or hope to develop dependable crew for a
racing/cruising program. Additionally, the Boat Owner will often also hold the ceremonial position of
Assistant Coach.
Some very important attributes of a volunteer boat owner include:
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Full understanding and acceptance of the details of the JBBS program;
Demonstrated ability to handle the vessel in any conditions the program might experience (US
Sailing Bareboat Cruising Certification or equivalent skills at minimum);
Willingness to absorb the risks of the program and produce an insurance certificate stating the
vessel insurance is valid for this sort of program (or the club has procured borrowed boat
insurance from US Sailing);
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Ability and willingness to remain in his or her role as boat owner and safety officer and, in the
coaching of the students, take direction from the coach.
A word about Proper Etiquette & Protocols for borrowed boats…
Sailors and instructors must understand that they are “guests” aboard a borrowed boat during the
training and must treat the owner and boat with respect. It is paramount that safety is always the
primary concern. As long as the captain/owner feels the situation is safe, he or she will cooperate
with the Coach’s instructions.
Plan to get together with the volunteer owner ahead of time. Tour the boat and perhaps sail together
so you become familiar with the boat and the owner gets to know you. It’s also an opportunity to
check out the boat to make sure it has all the necessary equipment and safety gear and clarify that
the owner has cleared the participation with his insurance company or the club has the operation
covered with US Sailing’s borrowed boat insurance. Be sure to discuss limiting factors such as wind
and weather when training will not be held.
3. Assign and Train your Staff
The Instructor (or Coach) is usually a paid employee who does the majority of training and has the
closest interaction with the team of teenaged sailors. To follow the national training clearance given to
this JBBS program from the Coast Guard, he or she as the Coach must be a certified US Sailing instructor
in either the Small Boat or Keelboat training programs. Additionally, the selected Coach should have a
good combination of the following skills:
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Experience and established competence teaching youth sailors;
Experience and established competence with 35’+ performance cruisers (the most commonly
used JBBS platform);
Team oriented coaching approach (rather than a focus on individual instruction);
Enthusiasm for working with teens;
Loads of patience and flexibility;
Ability to work well as a teammate of the volunteer boat owner;
If you are using a member of your youth training staff, much of this may already be known. If not, it is
critical that any candidates go through a thorough evaluation of skills, personality and background
screening.
All volunteers involved with teenagers should undergo background screening. US Sailing has partnered
with National Center for Safety Initiatives to provide members access to the same comprehensive
background screening programs that US Sailing utilizes at significantly reduced prices. Information can
be found here: http://organizations.ussailing.org/Membership/screening.htm
US Sailing is currently in the process of working with North U to develop a series of modules that can be
used for staff training as well as a component of the student level programs. These will cover a variety of
7
topics that impact the program, but will not be a designated as “certification” courses.
4. Meet with the Owner
Prior to launching the program the Volunteer Leader, Boat Owner and designated instructor/coach
should get together to review the program and also tour the boat and subsequently increase familiarity
of the teaching platform. It’s an opportunity to check and make sure the vessel has all the necessary
equipment and safety gear and clarify that the owner has cleared the participation with his insurance
company or the club has the operation covered with US Sailing’s borrowed boat insurance. Be sure to
discuss limiting factors such as wind and weather when training will not be held. If time permits, it’s also
advisable to take the boat for a sail.
Please reference the document “Owner meeting checklist” for information that should be specifically
covered during that meeting.
5. Hold an open house for parents
This is the opportunity to cover how the course will operate and what the students need to participate.
If some are previous sailing school students, they will already know about life jackets, hats, sunscreen,
boat shoes, etc. but since the course is open to teens new to sailing as well, this meeting is a good time
to review everything and assume nothing of the teens or their parents. This is also a good time to
explain your waiver policy, what it includes, and have the parent(s) sign on behalf of the student.
Use this meeting to cover safety aspects of the program and if convenient and possible to arrange a tour
of the borrowed boat that will be used. It may even be possible to consider arranging an outing aboard
the boat at the beginning and conclusion of the course for parents. The experience will allow the
parents to experience the environment in which their children will be learning and, at the end of
training, to see the sort of team the crew has formed.
Consider handing out the evaluations to attending parent(s) or other invited attendees if there are any
questions about what the course will educationally accomplish.
Club Owned Boats & Commercial Schools
If your organization owns the boat, the JBBS training situation changes under the Coast Guard rules. The
Coach will then be required to have a Coast Guard license to conduct classes on the boat, because a club
owned boat is then classified as a commercial vessel under their rules and the students have paid a fee
to be aboard. Again, a license is not required of the Coach with the use of a volunteered boat. (See Coast
Guard letter in the Appendix).
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If your organization is interested in running a program but does not have access to an appropriate boat,
it might be beneficial to contact a local US Sailing Accredited Keelboat School. There may be additional
costs associated with doing so, but these organizations are more prepared to handle “for hire”
situations. Please visit www.sailingcertification.com for a listing of those schools.
A Word about Safety…
The loads on a big boat are far different than what your students may have experienced in small
boats. The potential for injury will be new to them. Point out potential hazards so that they are
aware of open hatches, loads on lines and winches, blocks, running halyards and lines. Everyone
must wear a life jacket on the dock and whenever the boat is underway. Also emphasize the ‘one
hand for yourself, one for the ship’ rule to your students. Draw from your own experience teaching
to determine what students should have with them while on board in training.
Additional Sailing Opportunities- Local Fleets
It’s strongly recommended that the Volunteer Leader, Instructor/Coach or Program Director connect
with your local fleet captain or weekly race organizer. Try to find a list of boats/captains that are looking
for sailors. Situations where two or more sailors from the JBBS program can be on the same boat are
ideal, but not required. It may take some initiative on your part to compile the list, but every time your
students set foot on a boat, they’ll improve a little more.
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Outlines and Lesson Plans
In the next section you’ll find an outline and accompanying lesson plan for each class during the
Introductory and Advanced levels. These serve as a guideline and it’s expected that as you put them into
use, you’ll find ways to improve and update them.
We would ask that you provide feedback to US Sailing at keelboat@ussailing.org so that we can take
your suggestions and improve the program as a whole.
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Outline for: Basic Class #1
The first lesson will involve orientation and coverage of nomenclature as the group gets familiar with a
big boat and its equipment. While you and the students might be eager to get sailing, thoroughly cover
boat orientation and the positions on the boat while the boat is at the dock or moored. This will make
the first sail more enjoyable and help the communications between coach and students.
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Explain how the boat is tied up and why, bow/stern lines, spring lines.
How to secure to a cleat or bollard on the dock. (practice)
Point out fenders, where placed and how tied on to the boat with clove hitch. Have participants
practice tying bumpers on boat.
Explain how to board the boat. Preferably at shrouds (unless a gate) or holding on to a
stanchion. Emphasize not pulling on life lines. (practice)
On board, have group walk around the front of boat from cockpit and back with one hand on
boat at all times. (practice)
Explain the particular positions on the boat, how they will be rotated through the positions, and
use of the Cue Cards
Explain & show halyards and what they are for. Demonstrate how jam cleats and rope clutches
work (practice) in all three positions
Explain boom vang operation
Explain how jack lines are rigged, why they are used and how to use them.
Point out winches and demonstrate how to load a winch, (minimum 3 –4 turns) and how the
winch handle must be secured and unsecured. (practice) Explain what tailing means in
relationship to a winch.
Explain operation of back stay tensioner and why it is used.
Explain any other running rigging if on boat & operation. (back, check stays, Cunningham)
Show where the fenders and dock lines get stowed and how to coil and crown lines for future
use
If there is a Life sling attached to stern pulpit, explain how used in a rescue operation.
Move group to below deck cabin area and cover the following:
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Show where participants may stow and secure any personal gear that they may bring aboard
such as bags, coats, shirts, etc.
Point out where fire extinguishers, flares and extra life jackets are stowed.
Demonstrate where lines, spare blocks, winch handles are stowed.
Point out navigation table, instruments and the ship’s radio.
Show ice box & stowage areas where liquids/snacks & sandwiches can be kept (NO glass
aboard!)
Carefully demonstrate how the head operates and what not to use it for
Show where sails are stowed
Open cabin sole and show bilge and bilge pumps. Show the students a thru hull fitting, valve
operation, and discuss wooden plugs and how to install.
Move group back up on deck.
11
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Point out the seven positions that are important on deck that will be rotated throughout the
course of training. (Have handouts and cue cards ready after class for participants).
Explain how the emergency steering operates and show location of rudder head and emergency
tiller location. Demonstrate how it is installed.
Have participants remove main sail cover (if there) fold and stow below. Remove any sail ties
and properly stow where they belong.
Review and practice, if possible, sail hoisting and lowering at the dock.
Fully present the importance of winch manners and keeping fingers/clothing/hair away from the
winch. Demonstrate how to lay on and off wraps and have each student practice it while the line
is not under load. Be sure to explain the proper use of self tailing winches if the vessel is
equipped with such.
Review the starting of the engine and departure procedures. If time permits, do a short sail with
the main only.
Note: A good training technique is to use copies of Chicago Yacht Club’s “Mackinac Safety Regulations”
for monohulls and have students look for and identify items.
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Lesson Plan for: Basic Class #1
DATE:
____________________
MEETING TIMES:
____________________
INSTRUCTOR:
____________________
VOLUNTEER LEADER:
____________________
# OF STUDENTS:
____________________
BOAT USED (& TYPE):
____________________
OBJECTIVES/GOALS:
1. Familiarize students with Nomenclature for boat
2. Orient student to boat being used including proper equipment storage
procedures
3. Introduce seven (7) crew positions used during sailing
4. Review Safety Procedures & Regulations
MATERIALS:
Cue Cards, Dry Erase white board & markers
CONTENT REVIEW:
None
NEW MATERIAL:
TIME
ACTIVITY
METHOD
15 min
Introductions/Attendance
15 min
45 min
Review Nomenclature
Boat Orientation:
 Proper way to board/depart the boat
 Proper way to secure the boat
 Correct storage for both personal and boat
equipment
Whiteboard
30 min
Basic overview of safety procedures
Lecture
60 min
Explain and walkthrough all seven positions on boat
15 min
Review /Closure
STUDENT PREPERATION FOR NEXT CLASS: Review Cue Cards
Read “Mackinac Safety Regulations”
RAINY DAY/NO WIND ACTIVITIES:
Knots
Review Safety (radio, EPIRB, Anchoring, etc).
LESSON NOTES/ INSTRUCTOR SELF-ASSESSMENT:
13
Outline for: Basic Class #2
Once everyone is aboard, explain that today’s exercise will involve sailing the boat for the first time with
the main sail only and then the jib. Explain there may be different sizes of jibs, why and when they are
used. Have participants unsecure dock lines as directed. Start the group out with a good seamanship
habit by having them properly coil lines and stow where they belong. Have participants remove fenders
and stow them properly, according to the routine of the boat.
When the crew is ready, and the boat is pointed into the wind, hoist the main with one participant on
the halyard and another participant “jumping” the halyard by the mast. A third participant should be
ready on the main winch with a winch handle when the sail can no longer be hoisted by hand and
tensioning as directed. Assign a person to handle the main sheet. Remember to ensure that winch
handles get properly stowed in their “pockets” on deck.
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Fall off on a tack and sail for a while, then demonstrate the procedure for tacking with mainsail
only. Come about and prepare to lower the mainsail.
Have a participant bring up a jib from below that is appropriate for the day’s weather
conditions.
Leave the jib ready to hoist, but secured to the deck with sail ties.
Have someone bring up the jib sheets and begin to rig them. This may require instruction.
Have participants unfurl the jib from its bag. Stow the jib cover/bag below and take the head to
the forestay.
Have someone loose the jib halyard and bring it to the head of the sail. Demonstrate how to
attach and then place the jib in the feeder and forestay for hoisting. Show where the jib tack will
be secured to the deck and how a person will be assigned to help guide the jib up as it is being
hoisted by the jib halyard.
Practice a hoist and douse if the wind speed and direction allow it.
Hoist up the jib with the same routine with one exception. Have the helmsperson steer the boat
about 30-45 degrees off the wind to reduce the risk of a flogging jib clew or sheet hurting the
crew jumping the halyard.
(Often your boat will be equipped with a roller furling headsail. Be sure to review how to safely
and properly furl and unfurl the sail, properly managing the furling line and sheet against one
another.)
Fall off on a tack and have assigned participants pull in the jib with a couple of turns on the
winch, with another standing by with a winch handle. Tell them when to stop and why (explain
jib tell tales). If there are “line pockets” on the boat, have participants coil up the bitter ends of
their sheets and place in pockets. Explain WHY (for safety reasons - not underfoot, avoiding
tripping and make sure line is free to run without kinks when tacking).
Explain what telltales are and what function they serve. Provide a brief discussion of the Windex
and the difference between true and apparent wind.
Explain what’s going to happen when the boat “tacks” and what the sail trimmers are going to
do as the boat comes about. (There also may be backstays or check stays as an operation if so
on the volunteered boat) Have a person on the bow to help guide the jib around.
14
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Tack the boat several times. Rotate people as trimmers until it’s a relatively smooth operation
and everybody knows how to “let go” the sheet at the proper time and the sheeting in becomes
timely.
Explain jibing and what the trimmers will be doing during the maneuver:
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Slowly jibe the boat several times, rotating people in the different trimming positions.
Practice coming about & jibing as time permits.
Prepare to douse the jib, stowing it securely to the deck in preparation for docking.
Prepare to douse the main sail. Assign a person to open halyard lock or off cleat when directed
and make sure there is a coil of the main halyard around the winch before releasing the jib lock
on the halyard. As the boat heads into the wind and slows down, lower the main slowly until it is
completely down.
Docking
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As the boat gets near the dock have participants get the fenders and dock lines. Have them
properly secure the fenders on the life lines. Have a dock line secured around the boat’s cleat at
the bow and the stern and be ready with a coil of their line to toss to someone on the dock.
Another participant can be ready with the spring lines at the amidships of the boat.
Instruct the group when situation permits on how to “flake” the main on the boom (or roll it if
that’s what the boat does) and refasten the sail ties. Replace the sail cover and properly secure
it.
After the boat is docked, secured and cleaned up, exit the boat in to the classroom for
refreshments and snacks as you open up for questions and comments.
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Lesson Plan for: Basic Class #2
DATE:
____________________
MEETING TIMES:
____________________
INSTRUCTOR:
____________________
VOLUNTEER LEADER:
____________________
# OF STUDENTS:
____________________
BOAT USED (& TYPE):
____________________
OBJECTIVES/GOALS:
1. Rigging the boat with main/jib and leaving the dock
2. Execute tacking maneuvers
3. Returning to the dock
MATERIALS:
Whiteboard, Markers, Cue Cards
CONTENT REVIEW:
Nomenclature, Storage, Positions on boat
NEW MATERIAL:
TIME
15 min
45 min
75 min
15 min
15 min
15 min
ACTIVITY
Attendance/ Review
Rig Boat:
 Assign roles for initial sail
 Discuss different sail plans
 Focus on techniques for faster rigging/de-rigging (i.e. jumping)
Upwind Sailing:
 Practice exchanging of jibs
 Practice tacking- focus on teamwork elements
 Work on sailing “In the groove” and utilizing tell talks
 Explain Windex
 Rotate crew positions
Introduction of Downwind sailing concepts (on way back to dock)
Dock/De-Rig:
 Review proper tie up and storage techniques.
 Practice coiling
Review /Closure
METHOD
On boat
STUDENT PREPERATION FOR NEXT CLASS:
Review Quick Stop/ Rescue procedures
Review steps for sail changes
RAINY DAY/NO WIND ACTIVITIES:
Piloting & Rules of the Road
Weather Awareness
LESSON NOTES/ INSTRUCTOR SELF-ASSESSMENT:
16
Outline for: Basic Class #3
This lesson is intended to cover reefing, shaking out the main, the “Quick Stop” rescue technique, and
heaving to maneuvers. However, check your volunteered boat. Some newer and Class boats may not be
equipped to reef. If you will teach reefing, first review the reefing process at the dock. Actually reef and
shake out a reef at the dock if wind direction/speed allow.
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Before starting out, make sure there is a reefing line installed in the mainsail clew and explain
the procedure that will take place.
Be out sailing with jib and main. Advise the crew that you want to reef the main.
The main trimmer eases the main, the main halyard is eased, and the main is pulled down to
secure the main reef ring on the boom. The main halyard is tightened and the reef line is
winched tight on the boom. The main is trimmed in immediately after.
Shake out the reef soon after. Ease the main sheet, ease the halyard enough to un-dog it from
the boom, ease the reef line, and winch up the main halyard to position. Trim the main to
position.
Explain the “Quick Stop” overboard rescue procedure as recommended by US Sailing. This should be
covered verbally, and, ideally, with a dry erase board diagram or handouts to help students visualize
what’s happening during the procedure. You can do this while out sailing or in a classroom before going
out.
1. Drop a boat cushion or boat fender overboard.
2. Shout “Man Overboard” and designate a person to
spot and point to the victim’s position in the water.
The spotter should not take his eyes off the victim.
3. Throw buoyant objects such as life rings or boat
cushions immediately into the water – not necessarily
for the aid of the victim but to mark the area where
the person went overboard.
4. Bring the boat head-to-wind and beyond.
5. Allow the jib to back and further slow the boat down.
6. Keep turning with the headsail backed until the wind is
aft the beam.
7. Beam reach for 2-3 lengths and then go dead
downwind.
8. Drop the headsail keeping the main centered in the boat and hold the course until the victim is
aft the beam.
9. Jibe the boat, start approaching the victim and effect rescue on the windward side with lines or
boat hook.
10. Practice this maneuver several times. If students struggle, break up the maneuver into
component parts and practice each of those separately. Then put them together.
17
Also cover the US Sailing Quick Return maneuver for shorthanded sailing in moderate seas. This serves
best when there is less than a fully crewed boat and in less than five foot seas.





Deploy the Type IV PFD or some other flotation device and, simultaneously, hail “Man
Overboard”. In quick order, assign a spotter to keep the victim in sight at all times.
Immediately bear off to a beam reach and sail 3 boat lengths from the victim.
Tack from a beam reach to a deep broad reach while keeping the jib backed as you bear away.
Once you are on a close reach lay line from the victim, head the boat about a boat width to
windward of the victim and, alternately luffing and trimming sails, slowly sail up to the victim.
Bring the boat to a stop to windward of the victim but with the victim first coming into contact
with the boat aft of the shrouds.
Return to dock, clean up & review exercises on shore.
18
Lesson Plan for: Basic Class #3
DATE:
____________________
MEETING TIMES:
____________________
INSTRUCTOR:
____________________
VOLUNTEER LEADER:
____________________
# OF STUDENTS:
____________________
BOAT USED (& TYPE):
____________________
OBJECTIVES/GOALS:
1. Introduce concept of reefing (if boat has reefing capability)
2. Review Man Overboard and Quick Stop/Return maneuvers
3. Execute “Heaving to” maneuver
MATERIALS:
Cue Cards, Whiteboard, Markers
CONTENT REVIEW:
Rigging steps, Upwind sailing & crew roles while tacking, docking procedures
NEW MATERIAL:
TIME
ACTIVITY
METHOD
15 min
Attendance/ Review
15 min
Review Man Overboard procedures/roles
15 min
Rig
15 min
Go through steps of reefing (on boat)
Land drill
1 hr, 15 min
Practice new skills
OTW Practice
15 min
Downwind practice/return to dock
OTW practice
15 min
De-rig
15 min
Review /Closure
Whiteboard/Discussion
STUDENT PREPERATION FOR NEXT CLASS:
Downwind sailing concepts
Sail changes
RAINY DAY/NO WIND ACTIVITIES:
Piloting and Rules of the Road
Radio Procedures/EPIRB use
LESSON NOTES/ INSTRUCTOR SELF-ASSESSMENT:
19
Outline for: Basic Class #4
In this lesson, besides practicing coming about and jibing, participants will learn about changing jib sails
while underway (assuming that the volunteered boat has a double track forestay). Have one jib rigged
and then bring up another jib. Start with a larger and then go to a smaller one.




For double track forestay: explain the difference between “inside” and “outside” set and what
is to happen between the foredeck person and the halyard persons and trimmers with the use
of a separate changing sheet. Implement.
Once it is up, practice changing to the other jib and practice the same procedure on the other
tack.
For roller jibs: explain and show how to reduce the size of the jib and changing jib sheet
settings.
After practice: dock, cleanup, review and socialize.
20
Lesson Plan for: Basic Class #4
DATE:
____________________
MEETING TIMES:
____________________
INSTRUCTOR:
____________________
VOLUNTEER LEADER:
____________________
# OF STUDENTS:
____________________
BOAT USED (& TYPE):
____________________
OBJECTIVES/GOALS: 1. Proper exchange of different size jibs while underway
2. Improve downwind sailing
MATERIALS:
Cue Cards, multiple jibs
CONTENT REVIEW:
Man Overboard procedures, reefing
NEW MATERIAL:
TIME
15 min
ACTIVITY
METHOD
15 min
Discuss jibing and sail switch w/ double track forestay
15 min
Rig
30 min
Practice switching jib while docked (focus on roles)
Land drill
1 hr, 15 min
OTW
15 min
On the water sailing practice:
 Jib Switches
 Downwind sailing/ Controlled Jibing
De-Rig
15 min
Review /Closure
Attendance/ Review
Lecture
STUDENT PREPERATION FOR NEXT CLASS:
Spinnaker types and hoist procedure
RAINY DAY/NO WIND ACTIVITIES:
Knots
LESSON NOTES/ INSTRUCTOR SELF-ASSESSMENT:
21
Outline for: Basic Class #5
This lesson will use the spinnaker. Preferably this will be a volunteered boat with an asymmetrical
spinnaker. However, if a pole spinnaker boat, you will need to provide more direction to each of the
participating participants.

Asymmetrical:
o At the appropriate off wind direction, assign participants to positions on the halyards
and foredeck for rigging and setting the spinnaker.
o Explain how the spinnaker pole is set how and to use it. Pay special attention to the
proper use of the trip lines on the pole and how to use them.
o Review rigging spinnaker trim lines and rig.
o Raise the spinnaker, trim and lower or furl the jib.
o Explain how to trim the spinnaker. Practice.
o After awhile, review the process of jibing and jibe the boat and the spinnaker. Practice.

Pole Spinnaker:
o Explain the process of rigging the spinnaker trim lines and guys to the clews of the
spinnaker and where the spinnaker will be placed for hoisting and how the halyard will
be attached. Explain how the pole will be raised and set and what the trimmers will do.
o Raise and set the pole and raise and trim the spinnaker. Lower the jib and secure.
o Review the procedure for jibing and what each of the positions should do from trimmers
to adjusting the pole height to foredeck and helm until foredeck person yells “made!”
o Jibe the boat and spinnaker. Practice.

After practice, dock, clean up, review and socialize.
22
Lesson Plan for: Basic Class #5
DATE:
____________________
MEETING TIMES:
____________________
INSTRUCTOR:
____________________
VOLUNTEER LEADER:
____________________
# OF STUDENTS:
____________________
BOAT USED (& TYPE):
____________________
OBJECTIVES/GOALS:
1. Introduce asymmetrical spinnaker
2. Introduce pole spinnaker
3. Practice raising and dousing spinnaker
MATERIALS:
Cue Cards, asymmetrical spinnaker (if possible), pole spinnaker
CONTENT REVIEW:
Downwind sailing, Sail switching
NEW MATERIAL:
TIME
ACTIVITY
METHOD
15 min
Attendance/ Review
15 min
Introduce spinnakers: Explain differences in types
Lecture
30 min
Rig- cover specifics of rigging a spinnaker (practice)
Land Drill
1 hr, 30 min
On the Water Spinnaker practice
OTW
15 min
De-Rig
15 min
Review /Closure
STUDENT PREPERATION FOR NEXT CLASS:
Read “Helmsperson” article
Review Cue Cards
RAINY DAY/NO WIND ACTIVITIES:
Aids to Navigation
Utilizing weather reports
LESSON NOTES/ INSTRUCTOR SELF-ASSESSMENT:
23
Outline for: Basic Class #6
This lesson will be on helming. Every participant should have the opportunity to be on the helm under
sail.




When appropriate place a participant on the helm under main and jib. Have another participant
to leeward on the jib sheet and winch watching the jib “ticks” and calling out to the person on
the helm, “you’re too high” or “you’re too low”. This is also a good time to explain how the jib
should be trimmed to make the “ticks” fly evenly.
Explain what the helm person should do and say to tack the boat. Have the helmsperson point
to a fixed mark or area of reference that is 90 degrees perpendicular to the vessel’s course on
the windward side of the vessel as a point of reference for the tack. Have a designated person
look for any traffic that could impede the tack. If clear, that person is to inform the helmsperson
they are “clear to tack”. State “Prepare to tack the boat” and “Tacking!” when the boat is
actually turned.
Tack the boat a few times and rotate participants on the helm. Practice.
After practice, dock, clean up, review and socialize.
24
Lesson Plan for: Basic Class #6
DATE:
____________________
MEETING TIMES:
____________________
INSTRUCTOR:
____________________
VOLUNTEER LEADER:
____________________
# OF STUDENTS:
____________________
BOAT USED (& TYPE):
____________________
OBJECTIVES/GOALS: 1. Practice driving/helming the boat- Proper sailing angles (and trim)
2. Every crew members tries every position/role on the boat
MATERIALS:
Cue Cards.
CONTENT REVIEW:
Spinnaker hoists, jib switches, tacking/jibing procedures (and roles)
NEW MATERIAL:
TIME
ACTIVITY
METHOD
30 min
Attendance/ Review
15 min
Rig
1 hr, 45 min
OTW Practice (more upwind focused)
15 min
De-Rig
15 min
Review /Closure
OTW
STUDENT PREPERATION FOR NEXT CLASS:
Review area chart (print and provide for
students- have them plot a course for next
day sail)
RAINY DAY/NO WIND ACTIVITIES:
Piloting & Rules of the Road
LESSON NOTES/ INSTRUCTOR SELF-ASSESSMENT:
25
Outline for: Basic Class #7
The focus of this lesson is destination sailing. This would be good time to set up some short destination
where it’s just “sailing for fun” and a little practice for everyone on helming and trimming. You can also
utilize local charts to help student practice chart plotting and realize what is required for distance
sailing. You may want to find someone with experience in cruising and chart plotting to assist if this isn’t
your forte.
This would also be an appropriate time to also focus on government marks and their meanings.
Discussion could also include how to properly anchor/moor boat in a different harbor. If
time/conditions/location allow, it might be worth also trying to practice anchoring at least once in a new
location.
After sail, dock, clean up, and socialize.
26
Lesson Plan for: Basic Class #7
DATE:
____________________
MEETING TIMES:
____________________
INSTRUCTOR:
____________________
VOLUNTEER LEADER:
____________________
# OF STUDENTS:
____________________
BOAT USED (& TYPE):
____________________
OBJECTIVES/GOALS: 1. Practical application of skills through distance sailing
2. Focus on proper sail trim and sailing angles
3. Plot a destination and complete short distance sail (if applicable)
MATERIALS:
Current chart, Chart plotter (if applicable), Cue Cards
CONTENT REVIEW:
Upwind sailing/Sail Trim, steps in sail switches (both jib and spinnaker)
NEW MATERIAL:
TIME
15 min
ACTIVITY
15 min
Plot course for destination sail
15 min
Rig
1 hr, 45 min
OTW Practice: Distance Sail
15 min
De-Rig
15 min
Review /Closure
METHOD
Attendance/ Review
Group activity
OTW
STUDENT PREPERATION FOR NEXT CLASS:
Overall review of crew roles
RAINY DAY/NO WIND ACTIVITIES:
Piloting & Rules of the Road
Chart Plotting (have additional charts)
LESSON NOTES/ INSTRUCTOR SELF-ASSESSMENT:
27
Outline for: Basic Class #8
Use this lesson to review and practice previously learned skills. Be certain to have observed all students
in all crew positions during this time.
After sail, clean up and fill our critique questions about the course and interest in continuing on to the
advance course on racing. Hand out or have a “graduation” event where the participants receive their
“Certificates of Participation” that designate them as a Participant - in a US Sailing big boat training
course.
28
Lesson Plan for: Basic Class #8
DATE:
____________________
MEETING TIMES:
____________________
INSTRUCTOR:
____________________
VOLUNTEER LEADER:
____________________
# OF STUDENTS:
____________________
BOAT USED (& TYPE):
____________________
OBJECTIVES/GOALS:
1. Practice previously learned skills (tacking, jibing, helming, spinnakers, rescues)
2. Focus on teamwork and communication in different roles
3. “Graduation” ceremony
MATERIALS:
Cue Cards, Certificates of Participation
CONTENT REVIEW:
NEW MATERIAL:
TIME
ACTIVITY
15 min
Attendance/ Review
15 min
Rig
1 hr, 30 min
OTW Practice: Each sailor in each role.
15 min
De-Rig
1
Debrief on day/program
30 min
“Graduation Ceremony”
METHOD
OTW
STUDENT PREPERATION FOR NEXT CLASS:
N/A
RAINY DAY/NO WIND ACTIVITIES:
Tides/Current effects
Preparing to go afloat while cruising
LESSON NOTES/ INSTRUCTOR SELF-ASSESSMENT:
29
RESOURCES
30
Bad Weather/No Boat Activities
There will be times when bad weather, or a lack of resources, doesn’t permit on the water activity. Here
are some topics which you can address. We have included references to these in the Lesson plans as
well.
Piloting & Rules of the Road






The Compass
Taking Bearings
Duties of a Lookout
International Rules of the Road
Reading and using Charts
The Effect of Tides & Current
Aids to Navigation
 Lighthouses
 Buoys
 Channel Markers
 Lights for ships & sailing vessels
Safety






Use of the Radio
Coast Guard Stations
How ‘EPIRB” work
Boat First Aid kits
Safety equipment aboard
Types of Anchors & Anchoring
Weather


Weather Bulletins & signals
Reading clouds & waves
Knots







The Bowline (most used)
The Clove Hitch (most Used)
Half Hitch
Cleat Hitch
Double Bowline
Whipping a line end
Standard Marine Distress Signals
31
Owners Meeting Checklist
Please use this checklist when meeting with the owner of the vessel that will be used during all Junior
Big Boat Sailing (JBBS) instruction. It is advisable to conduct this meeting on the boat and visually inspect
all listed components.


CONDITION OF THE VESSEL
a. Preventative maintenance schedule
b. Is it in the required operating condition for JBBS training?
PROPER GEAR ABOARD
a. Safety gear
i. Enough Type 3 or inflatable life jackets for all crew (can be supplied by sailing program
or by students themselves)
ii. All USCG required equipment as well as any state required equipment.
iii. Life Sling with hoisting tackle to hoist a person-in-water back aboard
iv. Compass, plotting tools and chart of sailing area
b. Complete sail complement
i. Mainsail with at least one reef
ii. Headsail that is properly sized for the location and conditions
iii. Spinnaker, either symmetrical or asymmetrical, with all blocks, poles and running rigging
c. Electronics
i. VHF radio
ii. Wind speed and direction readouts (optional)
iii. GPS (optional)


INSURANCE
a. Certificate of Insurance from vessel owner’s carrier specifically allowing this activity
b. US Sailing borrowed boat insurance
AGREEMENT BETWEEN OWNER AND COACH
a. Overall authority rests with the owner
b. Owner agrees to only invoke that authority when he/she perceives a safety issue.
c. Owner also agrees to follow coach’s direction when the coach needs something from the
owner.
d. Discussions in advance on maneuvers to be done: Wind, temperature and wave height
limitations agreed upon in advance
e. Review of curriculum so the owner knows what to expect in each session
32
Junior Big Boat Sailing Coast Guard Documentation
33
34
Mackinac Race Safety Regulations
35
36
37
38
39
40
41
42
43
44
45
46
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