Training and Delivery
OUR MISSION AND GOAL:
Our mission is to make you and your crew safe and comfortable with your boat; systems, handling, docking, anchoring, locking, communications and emergencies. We accomplish this through a proven, tailored, building block training process.
Our goal is to make you and your crew confident through competence.
PROFESSIONAL TRAINING:
As a licensed USCG 100T Master Captain with over 25 years of boating experience and two loops under his belt, Captain Sam will help you get comfortable and feel safe on your boat. You have seen his videos twice around the loop and how he tackles each trip. Couple that with his nearly 40 years of aviation and instructor pilot experience: you will learn and have fun while doing it! Sam can provide a proficiency training document that will attest to your skills. This document may help satisfy some insurers’ requirements.
Sam helped us out immensely. He coordinated and worked with us to get our boat outfitted and electronics upgraded. Then, underway, he trained us during some challenging weather and conditions and got us safely to our new marina. We truly learned a lot from him! Bruce & Caroline K.
(Scroll down for complete Testimonial & Review list)

Training Overview:
Sam uses a building block approach to training that has proven to be efficient and highly effective and focus on Captain and First Mate skills and communication.
Once we have a contract (see below), we provide a form to tailor your training before your arrival at the boat, PLUS a virtual session – a value of one day’s guidance to enhance your onboard experience.
Also, with a training contract, we provide a complimentary, confidential review of your survey, which can be helpful before closing. This has saved thousands of dollars in pre-purchase scenarios and helps us understand unique features and issues for training.
We had not been boating long and moved up in boat size and knew we had a lot to learn. Sam came prepared with forms, checklists, and an agenda. Previously we had discussed what our expectations and goals were. He was informative, accommodating and skilled. He worked well with both of our differing personalities and increased our knowledge and confidence. Gary & Monica L. (Scroll for complete testimonial lists)
WHAT TO EXPECT AFTER A SIGNED CONTRACT & DEPOSIT:
- I send a six-page Training Preparation Information (TPI) worksheet to enhance your training experience. It provides an understanding of the boat outfitting and most importantly will help identify your specific training needs. The TPI is very helpful pre-survey, as it identifies additional operational items. It also outlines training and preparation you both (Captain and First Mate) can do to make training more efficient and effective.
- I make arrangements to travel seeking the most cost-effective manner.
- I review your marine survey(s) for you at no cost (pre- or post-closing).
- Once I have your completed TPI, we schedule a brief ZOOM, TEAMS, or phone call prior to my arrival. We can then discuss a specific training outline tailored to your needs, address any questions, discuss progress, weather, and logistics. Together, we will make a plan to cover all applicable items in my syllabus.
- Before training, I also review an electronic copy of the owner’s manual. If you have it, I will ask you to send it. If you don’t have one, I will review it once I arrive at the vessel.
- I aim to spend at least 4 hours on the boat before moving it to ensure systems, emergencies and safety items are covered with the crew.
- I provide a training book you will use (and keep) during our training that has forms, guides, weather information, navigation tips and techniques, a checklist process, and other helpful information.
- Training covers Captain and First Mate duties and includes advice for looping.
- I also provide upon your request, a “If it were My Boat” report as part of the training (at no additional cost). This is advice on how to improve the boat for safety and comfort based on my observations during training.
- After training, I will send a three-page report of the training for your use. Some use it to send to insurers.
- All training clients can always contact me at any time in the future. Before a loop, during a loop or after!
EXPERT DELIVERY:
If you need help getting your boat from one place to another (with or without you onboard), Captain Sam is available to help. Sometimes life gets in the way of getting your boat to a particular spot in time. He can move the boat with the assistance of a mate or help you along the way. You may also just need the comfort of having someone experienced onboard to help with challenging waters where you have limited experience. One of these is crossing the Gulf. It doesn’t have to be traumatic!
Sam’s communication skills are top-notch, and his ability to break down both captain and first mate responsibilities made a world of difference. Thanks to his guidance, my wife and I now feel confident in piloting the boat and managing lines with ease. Tyson & Karen B. (Scroll for complete testimonial lists)
NEXT STEPS:
To enquire about Training and Delivery services, send an email to crew@whatyachttodo.com briefly outlining your needs. Please include location(s) and any projected schedule considerations. Also, include the make, model, and year of the boat. Sam will schedule a conference call, Zoom or TEAMS meet to discuss your needs in further detail. After that, you will receive a contract agreement and quote for the services, and we will make it happen!
