Axsail
FREE TEMPLATE · SEA TRIAL REPORT

Sea trial report template for boats and yachts

UPDATED 4 NOVEMBER 2026 · 8 SECTIONS · WORD, NO SIGN-UP

A free Word template for a sea trial report: conditions and load, checks before departure, engine readings at each speed, systems tested under way, the engine room after the run, and example findings.

Download the Word template.DOCX

A sea trial report records how a boat and its machinery performed under way: the conditions, the readings at each engine speed, how the steering, gears and systems worked, and what showed in the engine room straight after the run. It's usually part of a pre-purchase survey, and it's often where engine problems first show.

Download the template in Word, or read on for what goes in each section.

The report, section by section

SURVEY REPORT
Sea trial report
VESSEL
CLIENT
DATE OF SURVEY
PLACE
  1. 01Particulars
  2. 02Conditions and load
  3. 03Checks before departure
  4. 04Engine readings
  5. 05Handling and systems under way
  6. 06Engine room after the trial
  7. 07Conclusion
  8. 08Surveyor's certification
01

Particulars

The boat, the client and who was on board. A sea trial is usually part of a pre-purchase survey, so give the survey it belongs to.

  • Trial: client, date, place, report number, and the survey it is part of
  • Vessel: name, make and model, HIN, year built
  • Machinery: engines with make, model, rated power, rated RPM and hours at the start of the trial
  • On board: skipper, owner or broker, surveyor, engine surveyor
02

Conditions and load

The conditions and load the readings were taken in. Speed and full-throttle RPM change with wind, sea, fuel, water and a fouled bottom, so record them.

  • Area, wind, sea state and duration
  • Fuel and water levels, and the number of people on board
  • The state of the bottom and propellers, and the date of the last antifouling
EXAMPLE WORDING

Solent, wind SW 12 kn, slight sea, 1 hour 10 minutes. Fuel 75 percent, water 50 percent, 5 people on board. Hull and propellers cleaned and antifouled in April 2026.

03

Checks before departure

What you checked before casting off, and the cold start. A cold start shows things a warm engine hides.

  • Engine room before start, such as fluid levels, belts, leaks and bilge
  • Cold start, smoke and idle
  • Instruments, alarms and charging at idle
04

Engine readings

The readings at each engine speed, one table per engine, from idle to full throttle. The key figure is whether each engine reaches its rated RPM at full throttle.

  • RPM, speed, coolant temperature, oil pressure and charging voltage at each speed
  • Boost and exhaust temperature where gauges are fitted
  • Full-throttle RPM against the rated figure
  • Time to plane, on a planing boat
EXAMPLE WORDING

Port engine: 600 RPM idle, 5.5 kn; 1,500 RPM, 9 kn; 2,500 RPM, 21 kn, coolant 82 °C, oil 4.2 bar; full throttle 3,480 RPM against a rated 3,500, 29 kn, coolant 86 °C, oil 4.0 bar, charging 28.1 V.

05

Handling and systems under way

How the boat handled and how each system worked under way. Test what can only be tested at sea.

  • Steering lock to lock, tracking and the autopilot
  • Gear shifts ahead and astern, and a crash stop if agreed with the owner
  • Trim tabs, stabilisers, thrusters and the windlass
  • Navigation electronics, radar and VHF
  • Under sail, the sails set, how she pointed and how she balanced
  • Vibration, noise and any leaks seen under way
06

Engine room after the trial

What you found in the engine room straight after the run, while everything is hot and under pressure. This is where many leaks show.

  • Leaks of oil, coolant, fuel, exhaust and raw water
  • Shaft seals and stern glands
  • Surface temperatures, with an infrared thermometer, on exhaust elbows, gearboxes and shaft bearings
  • Bilge level compared with before the trial
07

Conclusion

A short view of how the boat and its machinery performed, and anything that needs investigating.

  • Whether the engines performed to their ratings
  • Findings that need a specialist, such as an engine surveyor or a rigger
08

Surveyor's certification

Your statement, name, accreditation and signature.

  • Statement of independence and who may rely on the report
  • Name, accreditation and membership number
  • Signature and date of issue

Example findings

Each finding says what the system is, where it is, what was found and what should be done, with a grade for how urgent it is. These are written the way Axsail writes them from what the surveyor says on board.

STEERINGA
Hydraulic steering, helm station

About a quarter turn of free play at the wheel before the rudder responds. Fluid reservoir low.

Recommendation: Top up and bleed the system, and find the leak before the vessel is next underway.

ENGINEB
Starboard engine

Reached 3,320 RPM at full throttle against a rated 3,500, with light grey smoke. Port engine reached 3,480 RPM.

Recommendation: Engine survey to find the cause, starting with the air filter, turbocharger and propeller.

SHAFT AND SEALSB
Port shaft seal, after the trial

Drips at about one a second at speed. Seal hot to the touch, 68 °C by infrared thermometer.

Recommendation: Adjust or replace the shaft seal to the maker's instructions.

ELECTRONICSC
Autopilot

Holds course in calm water but wanders by 15 to 20 degrees in following seas.

Recommendation: Recalibrate the autopilot and check the rudder feedback unit.

ASafety. Safety or compliance deficiency. Fix before the vessel is next underway.
B12 months. Deficiency that needs timely attention. Fix within about 12 months.
CRoutine. Note or observation, cosmetic or maintenance. Routine maintenance at the owner's convenience.

One table per engine

Readings are easiest to compare in a table per engine, one row per engine speed. On twin engines, a difference between the two often matters more than any single figure. Axsail builds these tables from what the surveyor dictates under way, one per engine, with only the readings that were taken.

Write down why there was no trial

Sometimes there's no sea trial: the boat is ashore, the weather is wrong or the engine won't start. Say so in the report, give the reason, and say whether a trial is to follow. A buyer reading a report without a trial needs to know it was missing on purpose, and what it leaves unknown.

For how the sea trial fits into a purchase, see pre-purchase yacht survey.

Frequently asked

What happens on a sea trial?

The surveyor checks the engine room, watches a cold start, then takes the boat out to run the engines at several speeds up to full throttle while recording readings. Steering, gears and the boat's systems are tested under way, and the engine room is checked again straight after the run, while everything is hot.

How long is a sea trial?

For a boat of 10 to 20 metres, usually one to two hours. Long enough for the engines to reach full temperature and run at full load for several minutes, and to test the systems under way.

What engine readings should a sea trial report include?

RPM, speed, coolant temperature, oil pressure and charging voltage at several engine speeds from idle to full throttle, one table per engine, plus boost and exhaust temperature where gauges are fitted. Compare full-throttle RPM with the engine's rated figure.

Is the Word template free to use in my own reports?

Yes. Download it, add your logo and terms, and use it for your own sea trials. No sign-up.

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