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FREE TEMPLATE · PRE-SEASON COMMISSIONING CHECKLIST

Charter fleet pre-season commissioning checklist: free Word download

UPDATED 11 NOVEMBER 2026 · 7 SECTIONS · WORD, NO SIGN-UP

A free Word checklist for getting each charter yacht ready for the season: hull and underwater gear on the hard, rig and sails, engine and generator under load, systems, safety equipment dates and the paperwork a commercial boat needs, started six to eight weeks before the first booking.

Download the Word template.DOCX

A breakdown in the first week of the season costs a booking, and the fix is usually something that could have been found on the hard. Southern Right Yachting, a yacht manager, suggests starting at least six to eight weeks before the first departure, and puts a commonly used maintenance budget at 1 to 2% of the boat's value a year.

Start with the boats that had groundings or heavy weather last season, and work through the fleet with the same list on every boat.

The checklist, section by section

CHECKLIST
Pre-season commissioning checklist
VESSEL
BASE
DATE
CHECKED BY
  1. 01Hull and underwater gear
  2. 02Rig and sails
  3. 03Engine and generator
  4. 04Systems
  5. 05Safety equipment
  6. 06Papers for commercial use
  7. 07Work still open
01

Hull and underwater gear

Do it on the hard if you can. Southern Right Yachting, a yacht manager, says shaft seals, cutless bearings and propellers are best inspected during a haul-out.

  • Hull for damage, blisters and osmosis
  • Antifouling and anodes
  • Through-hulls and seacocks, operated and checked for corrosion
  • Shaft seal, cutless bearing and propeller
  • Keel and rudder, from groundings reported last season
  • Hatches and portlights, checked for leaks
02

Rig and sails

Southern Right lists the standing and running rigging for chafe and corrosion at the terminals, and the sails for UV damage and blown stitching.

  • Standing rigging, terminals and chainplates
  • Running rigging for chafe
  • Sails, UV strips and stitching
  • Furlers and blocks lubricated and tested under load
  • Winches serviced
03

Engine and generator

Southern Right's list: oil and filters, coolant, impeller, belts, fuel system, exhaust, and a full test under load. Generators and thrusters are tested too.

  • Oil and filter changed, or hours checked against the schedule
  • Coolant level
  • Raw water impeller inspected or replaced
  • Belts
  • Fuel filters and fuel system
  • Exhaust system
  • Full test under load
  • Generator, thrusters and watermaker tested
04

Systems

Watermakers, air conditioning, bilge pumps and electrical panels all need testing and servicing where intervals are due, per Southern Right. Batteries should be load-tested and shore power connections inspected.

  • Bilge pumps and float switches
  • Batteries load-tested
  • Shore power inlet and cable for corrosion and wear
  • Electrical panel and breakers
  • Heads, holding tanks and fresh water system
  • Gas system checked and hoses in date
  • Electronics and autopilot
05

Safety equipment

Life rafts, EPIRBs, flares and fire extinguishers all have service intervals and expiry dates, as Southern Right points out. Check every one lasts the season.

  • Life raft service date
  • EPIRB battery and registration
  • Flares expiry
  • Fire extinguishers serviced
  • Life jackets, harnesses and jackstays
  • First aid kit
06

Papers for commercial use

A boat in commercial charter needs its paperwork in order. Southern Right names a valid commercial endorsement or licence, a coded or classed safety certificate and up-to-date stability documents.

  • Commercial licence or endorsement
  • Safety certificate or coding certificate, in date
  • Periodic inspection, in countries that require one
  • Insurance for charter use
  • Registration
07

Work still open

List anything not finished, with the date it will be. A boat with open safety items doesn't take a booking.

ITEMSAFETY ITEM?DUE BYSIGNED OFF

Commercial boats

A charter yacht carries more paperwork than a private one. Southern Right notes that commercially operated yachts need a commercial endorsement or licence, a coded or classed safety certificate and current stability documents. Where the country requires a periodic inspection, such as Croatia's technical inspections or Spain's ITB, check it's done before the first booking.

Doing it by voice

Commissioning a fleet means the same walk round twenty boats. With Axsail, the engineer dictates each item as they check it, and each boat ends up with its own list of what's done and what's open.

Frequently asked

When should pre-season preparation start?

Southern Right Yachting suggests at least six to eight weeks before the first departure.

What does pre-season commissioning cover?

The hull and underwater gear, rig and sails, engine and generator under load, every system, safety equipment dates and, for a charter boat, the commercial paperwork.

How much should be budgeted for maintenance?

Southern Right gives 1 to 2% of the boat's value a year for maintenance and preparation as a commonly used benchmark.

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