The following article was contributed to j105.org by Michael Hobson. Michael is in New Boat Sales and Project Management for JBoats Chesapeake. He has been sailing dinghies and keelboats for thirty years. He has first place finishes to his credit at Key West, Annapolis Race Week, and Cowes Week. In the early nineties, at the outset of professional Ultimate yacht racing, he skippered the Ultimate 30 "Flyer", and came out as top prize money winner against the likes of Ken Read, Peter Gilmore and John Kolius. Mike anticipates a series of sailboat racing articles. If you have comments on this one, please e-mail him at mike@jportannapolis.com.
Develop your own Tactical game plan for any race with this simple method. The method takes basic tactical principles and uses them as a tool for making decisions during the race.
Sailboat racing is just about the most complicated and demanding sport there is. The combination of so many variables found on the racecourse, makes for a mind-blowing set of skills, challenges and decision-making ability, needed when planning how to approach your next race.
Because there are so many variables, each race you compete in is in some way different. Its never the same as your last race, or any previous race. The variations found in sailboat racing include a combination of winds, currents, geography, temperature, humidity, competitors, equipment, rig tune, crew. And these are just some of many external factors.
We could also include the internal factors like health, experience, and personality, (are you a street fighter or are you the studious type) fitness level, ability, confidence level, and even hangover level. All these variables need to be considered, analyzed and reviewed when forming a game plan for an upcoming race.
So each race needs to be approached differently. But how do you anticipate the situations that you will encounter during each race? This is the biggest challenge for sailors, to prepare for a race, be it nationals, worlds, or just a weekend contest where the conditions are constantly changing. You need to be able to operate on the fly and make decisions as situations present themselves where there are no hard and fast answers.
SO WHAT DO YOU NEED? HOW CAN YOU PREPARE?
First you need sailing technique and ability, the right equipment, crew, rig tune, sails, boat preparation, rules knowledge, sail trim, knowledge of your competitors and very important your commitment. These very important skills/techniques/equipment are part of your pre-race preparation and are practiced and learned before the race starts.
The second and equally important quality you need is found on the racecourse, the street fighting part of the game, the tactical brain and the quick thinking needed to get you ahead of your competitors. This quality makes the difference between a good performance and a winning one.
For example, if two equally talented and skilled sailors with equal equipment and preparation sail in the same race, the one which is able to make better decisions on the fly and interpret situations quickly and accurately as they develop will be the winner. This decision making ability will also develops confidence.
So how can we find this decision-making ability? How can we develop this quality? How can we find a system that we can use as a road map, to guide us through the decision making process and to handle each situation as they develop on the racecourse? We have researched and worked on the pre race stuff, we have great boat handling and a fast boat. Now we have to go into battle.
One way to approach this is to form a set of underlying PRINCIPLES that will guide you through each and every race. THE DEFINITION of PRINCIPLE: a fundamental truth, law or behavior, a rule code of behavior, moral or ethical standards, an underlying or established rule or policy. As in LIFE itself, a set of PRINCIPLES that you fully believe in will help you get through any situation. Without such PRINCIPLES you have to think out every situation. This takes time and adds stress. By having a set of PRINCIPLES (morals), you have a guideline.
All top sailors have their set of principles, whether they know it or not. In critical situations they dont panic because they have this decision making process, developed over the years.
Lets start by listing some principles. These are the ones that I have made, not in any particular order, just randomly written down. You dont have to have the same ones, you may not even agree with mine. This is the beauty of sailboat racing. It is an art form and each individual can approach the sport in his or her own way. These principles will work for most one design keelboats.
My PRINCIPLES.
We can write in great depth about each of these PRINCIPLES. Books/chapters have been written about each of them. Here we are just concerned about putting them in a form that will help our decision making process on the racecourse.
We could also keep adding to these PRINCIPLES, but we dont want too many - the object of the exercise can get lost in the clutter. Make sure that each principle is well founded and has usefulness in most situations encountered on the racecourse. Sure we could add a PRINCIPLE, dont sail with people you dont like, but that is a PRINCIPLE for the shore it, doesnt effect your decision making process on the water.
Now we are going to divide the above list into tactical PRINCIPLES and philosophical PRINCIPLES. You need both, for example "Cross when you can" is balanced with "be patient" and "dont gamble or get greedy".
Here is the same list of PRINCIPLES shortened and divided into Tactical and Philosophical.
TACTICAL
PHILOSPHICAL/ATTITUDE
These PRINCIPLES will guide you in each race and take the pressure off, and structure your decision making process. To make a tactical decision, just apply your principles and the decision will be made.
Now we have established the "Principles" lets see how we can use them on the racecourse. So lets look at some situations often encountered. This is where the fun starts, and its a great analysis tool. Recall a situation in a recent race, describe what happened in the situation and then write down which of your PRINCIPLES apply. It should be easy to come up with the correct decision, just as in the following examples.
Example 1 - Weather leg
In a simple situation, you get headed while on starboard tack and now the other tack is the one pointing closer to the mark. PRINCIPLE "sail on the tack or gybe that points closer to the next mark" makes the Decision easy; TACK.
Example 2 - The start
Its a crowded line and a big One Design fleet, so use PRINCIPLES "get a clean start" and "form a game plan". The game plan could be to tack soon after the start, so we find a hole close to the weather end, but out of trouble.
Example 3 - Leeward mark rounding,
There is a pack of five boats ahead of you, approaching the leeward mark. They are all overlapped and going slowly. You will be overlapped with them and with no rights at the rate you are going.
The PRINCIPLE " think ahead", tells you to slow down or carve some space and wait for the pack to round the mark. Only one boat will be next to the mark, the rest will be outside of it. So by actually slowing down you may overtake four boats.
These are typical straightforward situations found every race, and the application of your PRINCIPLES makes the decision easy. The decisions become complicated if two or more principles conflict in a certain situation. So here lets look at some tougher situations and cite the PRINCIPLES that apply.
Example 4 - Weather mark approach (first beat)
You are on port tack, close to the port layline, approaching the weather mark. You are on the lifted tack, but in bad air, there are boats directly on your wind. Do you tack, reach off, or do you stay and eat it?
Perhaps this situation came about because you forgot one of your other PRINCIPLES, "think ahead", or perhaps you knew this would happen, but you did go to the left into more pressure which was favored, and you are up among the leaders- bad air is OK as you went the right way and you still have an opportunity to overtake the leaders. You are using your PRINCIPLE "be patient".
Anyway, back to the decision making process. Tack, foot or stay? Lets analyze the situation.
Tacking may cost you at least two to three lengths, as you will have to tack twice. Each tack costs one to one and a half lengths, depending on the conditions. Remember PRINCIPLE "keep maneuvers down". Is there more pressure to the right or to the left, PRINCIPLE "sail in the most pressure" Is there traffic, which would stop you from footing off?
You decide to stay because;
Remember that if you decide to stay in bad air, twist your sails. Its a fact that more twist in bad air is less harmful than tight leaches. Just imagine the bad air that is coming off the sails in front of you; it will be much more twisted at masthead level than on the water, being deflected by the boats sails, it is also lighter air, and in lighter air you sail more twisted. Ease your sheets, raise the traveler and pull on the barber hauler.
Example 5 - Game plan last race
You are winning a regatta and its the last race. You are too conservative at the start get pinned out and are forced to tack the wrong way. Then a huge wind shift comes through, you are on the wrong side, your main competition is in the lead and you are way back. The wind shifts once more briefly allowing you get back most of the distance lost. You panic and get greedy and wait for more. Unfortunately the wind goes back again and you lost an opportunity. What did we do wrong?
This is what went wrong:
This is what we should have done, followed our PRINCIPLES:
Example 6 Having Fun?
Recently my passion for winning races led to my getting frustrated over little mistakes. Each mistake led to my taking it out on the crew. I would blow the start and then criticize them for not hiking hard enough. Now the error was mine and I would not take the blame. I was breaking one of the most fundamental PRINCIPLES "Relax and have fun". My crew could see the situation clearly, each time I made a mistake they would say, "sorry its our fault we werent hiking enough". This finally stopped me being too serious and made me laugh.
Example 7 Downwind going slow
You are being caught on a run. You keep looking behind and the boat astern is catching up, each time you look it seems that she is catching up faster. What should you do? Lets see which PRINCIPLES apply
It could be that you are not following one of these PRINCIPLES; maybe the fact that you are looking around too much is making you go slow. So concentrate, sail fast, sail in the most pressure, and get on the headed gybe.
After you reviewed all the PRINCIPLES and you are still being caught or its too late, your next step is to use the PRINCIPLE "think ahead". Make sure that the boat catching you will have to pass on the outside, at the leeward mark, i.e. keep the inside berth at the leeward mark. You will still be ahead and in control.
Lesson/Conclusion
Okay, so now you have a set of PRINCIPLES and you can see how they help you interpret situations and make the correct decision. They are your personal PRINCIPLES and should be read and modified when the occasion warrants. They will not only make the decision-making process easier and stress free, but the process will also be a lot quicker.
By working on these examples you can start to form a playbook. Next time the situation develops you already have an understanding of the decision that you might make.
After a situation where the outcome wasnt very satisfactory, identify which PRINCIPLES you broke. This is part of the learning process. It is also a valuable training tool in a classroom situation making up probable situations and discussing the various merits of each PRINCIPLE.
Remember that after the decision is made stick to it and if it was the wrong one dont fret, LEARN. Next time you will know better. Because of all the variables its impossible to sail the perfect race. You will make mistakes, probably more than one or two. The goal is to make as few as possible and hopefully to make less than your competitors.
©Michael Hobson, 10/16/01