Art of Tacking

By Andrew Kerr

Such a simple maneuver one would think! Turn the boat through the wind and sheet the Genoa in on the other side!

Not quite! 

Tacking is the ultimate test of a teams ability to shift gears. Top teams devote a lot of there practice time to it as they realize how important it its to the teams performance. It has to be executed in a variety of wind and sea conditions and very often in the presence of a wall of on coming boats and at crowded marks! For a team to tack smoothly and with minimal loss of distance and speed requires a lot of practice and Coordination.

Lets look at the key elements:

Helm: The helmsperson, (we shall assume they are the Skipper) must work on a personal routine that enables them to steer smoothly and be able to reproduce the same maneuver time and time again.

- When steering it is very important that the Skipper does not develop the habit of looking aft on the tack ! This common error is akin to having a fundamentally bad Golf swing that can take years to fix unless a practice regimen is developed! Instead, concentrate on looking forwards and critiquing the turn the whole time.

- Another common error that is made time and time again is the Skipper being too eager to get to the other side of the boat during the turn, this usually ends up in poor steering and a bad tack. It also counteracts the roll tack effort of the crew! In light air in particular there is no need for the skipper to move immediately -- it is best for them to stay put and help roll the boat.

The Skipper should prioritize steering first and foremost and bodily movement a distance second. Top skippers always remember that there first priority is to steer the boat well and not be distracted or rushed. Practice at the dock:

A good idea is to sit in your boat at the dock and go through a tack. Pay attention to gently moving the helm, facing forwards and placing your feet in good spots. Also practice sitting down smoothly and moving forward without moving the helm.

Try adjusting the mainsheet, traveler and backstay without moving the helm. The whole team can go through this exercise and try to figure out the best places to put there feet and how to choreograph there body movements. My teammate - Chris Winnard, the skipper of "Disaster Area," is able to reproduce his movements on a tack to just about perfection and thus is able to reproduce a very good tack with remarkable consistency. What he has done is worked on his routine so that it is done almost completely by feel. He knows where his feet have to be and how he has to move in order to be smooth and deliberate. Whether you are doing a routine tack in open water or Lee Bowing somebody on the lay line -- it is critical that the skipper has a proven routine to utilize.

- In the ideal world the mainsheet is slightly eased once the tack is almost complete. This opens the leech for speed and then the sheet is squeezed gently in as the boat gets up to speed. The term I some times use for this when I am coaching teams is the "ease and squeeze"- it applies to the Genoa trimmer as well and helps get the boat up to speed. When it is windy the skipper should make sure the boat is as flat as possible prior to the tack-very often this will mean easing the traveler to leeward or easing the mainsheet out a little. If the boat is tacked with a lot of heel it will heel a LOT once the tack is completed and go sideways! ! The crew will be rushing to the high side and the skipper will have a tendency to overseer and to overcompensate. This is basically a disaster and a loss of two to three boatlengths if not more !

- It is key for the Skipper to understand that the windier it is the less rudder you need as the heel of the boat will generate enough weather helm to basically turn the boat without the rudder. When there is a decent breeze the skipper is basically encouraging the boat to turn by gently letting the tiller move to leeward.

- It is also imperative that the skipper understands that the more you move the tiller the more the rudder acts as a brake and slows you down. This appreciation can help cure chronic oversteering.

Watch the bow and the Genoa :
- A helpful way for the skipper to critique his or her turn is to watch the progression of the Genoa transferring itself through the fore triangle.
- If the Genoa is tending to get caught on standing rigging - then steer a little faster to blow it through.
- If the Genoa is blowing across very quickly and the middle is grinding non stop to get it in then slow your turn down.
- Your goal is to have the Genoa snap across and fill with wind fast enough so it does not get caught but slow enough so that the Genoa can be trimmed in easily and efficiently.
How much heel do we have ?
- Another good way for the skipper to critique there tack is to note how much heel the boat has once the tack is completed. If the boat has a lot of heel that indicates oversteering. Understeering shows up as a big loss of speed. When practicing tacking -- take a look back at the wake of the boat-is it smooth and gently curved? As Chris Winnard says: "You don't want to draw your initials in your wake !!"

- Middle:
- Like the skipper -- you want to develop a good routine and be able to reproduce it consistently.
- Light air:
- It is very important to practice roll tacking. Try delaying the release of the Genoa slightly to help the boat turn. As the Genoa goes across go across the middle and stand over the Genoa block and pull the sail in using the great leverage that this technique affords. This will help you roll the boat and get the sail in. Once the tack is completed be sure to keep the Genoa well eased so the boat can gain speed.

Important notice! Practice this many times before racing to avoid falling off the boat at a critical time! Over the years on "Disaster Area" we have had a couple of middles who have fallen off on a tack, (not the author!) luckily they have stayed with the boat!

Medium air:

In medium air the priority is to get the Genoa smoothly transferred across. When the front third of the Genoa breaks, unwrap the Genoa winch and hold onto the sheet, then release the sheet and stand crouched in the middle facing the new Genoa ratchet block and take long pulls with palms down, elbows going across your body. Once you have the majority of the sail in then take it up to the windward winch and wrap it twice around. A good technique is to have the foredeck put the winch handle in to the winch and give a couple of grinds as they sit down on the windward rail.

Heavy Air: The same technique will work well - you may consider having the foredeck do the Genoa release to distribute the workload.

Extra for the middle:
- Make sure the spinnaker sheets are sheeted in and cleated and the twings are trimmed in and cleated . This will help prevent the Spinnaker sheets getting tangled in the genoa ratchet block




         


Foredeck:

Light Air:
To help initiate the roll tack try moving to leeward , ( to help the boat start the tack) and then as the Genoa backwinds run across and grab the top of the companion way and use that to help roll the boat. Be sure to step inside the Genoa Sheets and then once the tack is completed either stay to leeward or move into the companion way to flatten the boat. Remember that the rules require that the mast is only allowed to pass through the vertical position once when roll tacking and it is illegal to roll off the mast or the shrouds.

Medium air:
Take the winch handle out and stay on the rail as long as you can and either go across behind the companion way or stand up and go behind the mast. With the latter technique be careful to stand behind the Genoa sheets so you do not get tangled up !
A good approach also is to either take the winch handle with you or locate it out of the pouch and insert it into the winch, this helps the middle crew.

Heavy Air:
Come off the rail as late as you can to keep the boat flat and handle the winch handle. You may choose to do the release of the sheet for the middle which some teams do.

In all conditions- look for a flat spot to tack if it is choppy.

Extras:
Put PVC rollers on the upper shrouds to help the Genoa transfer smoothly. Team Mclube the Genoa leech and the shroud rollers to help the Genoa run smoothly.
Have two winch handles easily accessible and a back up winch handle.

Practice in different conditions :
It is important to practice tacking in a as wide a variety of conditions as you can so you can practice shifting gears.
Very often the success of the tack is a function of when you chose to do the maneveur.
Good times to tack, (other than on a wind shift) include:
- In a gust -- important in light air to keep speed. Avoid tacking in a gust in heavy air !
- In flat water - (very important if it is choppy.) Tack on the top of the wave if there is no break in the chop sets.
- When the boat is sailing fast.
- The team is completely ready !
Conclusion:

Practice , practice, practice !
Tacking takes a lot of practice but once mastered by your team it can help you win races!


Quick Kerr Bio !  Co owner with Chris Winnard of  3 time S20 National Champion "Disaster Area"  , North U Seminars speaker and coach, J World sailing Schools rep and staff trainer, "Sailing World " contributor, 2000 J24 National champion, 3rd- 2000 J24 World Championships.