Boat readiness assessment

Boatwise
Readiness
Scorecard

A practical assessment to review the essential systems, routines and records that keep boat life organized. Score your setup across nine areas, identify weak points and choose what to address first.

Score your setup

Rate each of the nine areas of boat life using a 0, 1 or 2 scale in a focused 15-minute assessment.

Identify weak points

Find what is missing, incomplete or relying on memory before it becomes a problem.

Define next actions

Use the results to build a clear, prioritized starting point for what needs attention first.

Boat management, made simple.

How it works

How to Use This Scorecard

For each item, score your boat setup honestly from 0 to 2. Work through each section in order, add notes where needed and use the final score to prioritize what deserves attention first.

0

Not Ready

Missing, unclear or entirely relying on memory.

1

Partly Ready

Some structure exists but it is incomplete or informal.

2

Ready

Clear, accessible and easy to maintain or hand over.

Steps

01 Work through each of the nine sections in order, or start with the areas most relevant to your current situation.

02 For each item, mark your score: 0, 1 or 2. Be honest — a high score you cannot back up helps no one.

03 Record a section score at the top of each page. Maximum 12 points per section.

04 Transfer all section scores to the Score Overview page and total your final result out of 108.

05 Use the Priority Action Plan to choose your top five fixes. Prioritize areas with the lowest score and highest consequence if ignored.

A note on honesty

This is not about perfection. It is about knowing what is organized, what is missing and what should not be left to memory. A realistic score is more useful than a flattering one.

Summary

Your Score Overview

Complete all nine sections, then enter your section scores below. Maximum total: 108 points.

#	Section	Score
1	Documents & Compliance	_____ / 12
2	Safety & Emergency	_____ / 12
3	Maintenance & Systems	_____ / 12
4	Inventory & Spare Parts	_____ / 12
5	Navigation & Passage Prep	_____ / 12
6	Provisioning & Water	_____ / 12
7	Expenses & Shared Costs	_____ / 12
8	Onboard Organization	_____ / 12
9	Crew & Routines	_____ / 12

—	Total	_____ / 108

Interpretation

0 – 35

High Chaos Risk

Your boat life relies too much on memory or scattered notes. Begin with safety, documents and maintenance.

36 – 65

Needs Structure

Some things are organized, but important areas remain fragmented. Turn repeated tasks into systems.

66 – 90

Mostly Organized

Your setup is in good shape. A few weak points could create stress under pressure or during passages.

91 – 108

Boatwise Ready

You have a strong foundation. The focus now is keeping it current, accessible and easy to hand over.

01

Section 1

Documents & Compliance

Section score ___ / 12

Readiness item	0	1	2
Boat registration is easy to access	☐	☐	☐
Insurance documents are current	☐	☐	☐
Radio licence, MMSI and call sign are recorded	☐	☐	☐
Boat manuals are organized	☐	☐	☐
Expiry dates for key documents are tracked	☐	☐	☐
Digital backups exist and are available offline	☐	☐	☐

Field note If you might need it during a port check, insurance claim or emergency, it should be accessible offline in under 60 seconds.

Notes · weak spots · next action

02

Section 2

Safety & Emergency

Section score ___ / 12

Readiness item	0	1	2
Lifejackets are checked and accessible	☐	☐	☐
Fire extinguishers are in date and accessible	☐	☐	☐
EPIRB / PLB registration and battery dates are recorded	☐	☐	☐
First aid kit is complete and in date	☐	☐	☐
Grab bag is packed and easy to reach	☐	☐	☐
Crew knows basic emergency procedures	☐	☐	☐

Field note Safety gear only helps if it is accessible, in date and understood by everyone onboard.

Notes · weak spots · next action

03

Section 3

Maintenance & Systems

Section score ___ / 12

Readiness item	0	1	2
Engine hours are up to date	☐	☐	☐
Last service date is recorded	☐	☐	☐
Next service date or task is known	☐	☐	☐
Batteries, bilge pumps and seacocks are checked	☐	☐	☐
Urgent fixes are separated from nice-to-have fixes	☐	☐	☐
Recurring maintenance tasks have due dates	☐	☐	☐

Field note A maintenance task without a next date is just a memory test.

Notes · weak spots · next action

04

Section 4

Inventory & Spare Parts

Section score ___ / 12

Readiness item	0	1	2
Critical spare parts are listed	☐	☐	☐
Each spare has a storage location	☐	☐	☐
Tools are organized by category	☐	☐	☐
Medical supplies have expiry dates recorded	☐	☐	☐
Low-stock items are noted	☐	☐	☐
Emergency items are easy to access	☐	☐	☐

Field note "We have it somewhere" is not an inventory system.

Notes · weak spots · next action

05

Section 5

Navigation & Passage Prep

Section score ___ / 12

Readiness item	0	1	2
Passage plan is prepared	☐	☐	☐
Route and alternatives are noted	☐	☐	☐
Weather window process is clear	☐	☐	☐
Charts and navigation tools are ready	☐	☐	☐
Departure checklist exists	☐	☐	☐
Safe harbours or bail-out options are noted	☐	☐	☐

Field note Passage preparation should reduce the number of decisions made under stress.

Notes · weak spots · next action

06

Section 6

Provisioning & Water

Section score ___ / 12

Readiness item	0	1	2
Number of people and days is calculated	☐	☐	☐
Drinking water needs include a margin	☐	☐	☐
Emergency meals are included	☐	☐	☐
Fresh, dry and canned food are separated	☐	☐	☐
Shopping list is reusable	☐	☐	☐
Storage plan exists	☐	☐	☐

Field note Provisioning is not just buying food. It is planning for delays, fatigue and limited storage.

Notes · weak spots · next action

07

Section 7

Expenses & Shared Costs

Section score ___ / 12

Readiness item	0	1	2
Monthly boat budget is defined	☐	☐	☐
Maintenance reserve is planned	☐	☐	☐
Insurance and subscriptions are listed	☐	☐	☐
Marina, mooring and fuel costs are tracked	☐	☐	☐
Shared expenses and spending rules are agreed	☐	☐	☐
Emergency fund target is known	☐	☐	☐

Field note Boat money becomes stressful when nobody knows what is normal, shared or unexpected.

Notes · weak spots · next action

08

Section 8

Onboard Organization

Section score ___ / 12

Readiness item	0	1	2
Important items have fixed places	☐	☐	☐
Daily-use items are easy to reach	☐	☐	☐
Emergency items are not buried	☐	☐	☐
Lockers are not overfilled or random	☐	☐	☐
Notes, tasks and reminders live in one place	☐	☐	☐
Important information is not only in one person's head	☐	☐	☐

Field note A boat feels smaller and harder to live on when storage is random.

Notes · weak spots · next action

09

Section 9

Crew & Routines

Section score ___ / 12

Readiness item	0	1	2
Roles are clear before departure	☐	☐	☐
Crew knows where safety gear is	☐	☐	☐
Watch expectations are discussed	☐	☐	☐
Cooking and cleaning responsibilities are clear	☐	☐	☐
Maintenance responsibilities are assigned	☐	☐	☐
Important decisions are written down	☐	☐	☐

Field note Many boat problems are not technical. They are communication and routine problems.

Notes · weak spots · next action

Action plan

Priority Action Plan

Use your lowest scoring areas to decide what needs attention first.

How to choose your priorities Start with the area that combines the lowest score with the highest consequence if ignored. Safety and systems first — organization and routines after.

01

02

03

04

05

This week I will organize

☐One document folder or certificate expiry date

☐One safety item check or update

☐One maintenance task or service record

☐One inventory area or spare parts list

☐One expense category or shared cost rule

My highest-risk area right now

Your result

Your readiness score

0 / 108

Score the sections above to see your result.

Get your personalized scorecard as a PDF

We'll email your full results, the areas to focus on first and your next steps. The free Boatwise Scorecard stays free.

Continue with the Boatwise app

Turn your scorecard
into a saved boat
workspace.

The Boatwise app turns this scorecard into a practical boat management workspace, helping you organize safety, maintenance, documents, inventory and next actions in one place.

Safety & emergency tracker

Maintenance planner

Documents hub

Inventory & spare parts

Passage prep checklist

Provisioning planner

Expenses tracker

Crew & routines section

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Boat management, made simple.

BoatwiseReadinessScorecard

How to Use This Scorecard

Your Score Overview

Priority Action Plan

Your readiness score

Turn your scorecardinto a saved boatworkspace.

Boatwise
Readiness
Scorecard

Turn your scorecard
into a saved boat
workspace.