✅ Voyage Planning Guide: Stages, Steps, & SOLAS Compliance

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An Officer of the Watch (OOW) inside the chart room plotting his position in the nautical charts,

Everything a deck officer must know about passage planning- aligned with SOLAS, STCW, and IMO best practices.

🚢 What Is Voyage Planning? (aka Passage Planning)

Voyage planning, also called passage planning, is a structured process of creating a safe, efficient, and regulation-compliant route for a ship from port of departure to port of arrival.

According to SOLAS Chapter V Regulation 34, STCW A-VIII/2, and IMO Resolution A.893(21), all ships must have a voyage plan before sailing.

This isn’t just “drawing lines on ECDIS.” It’s about using a wide range of data and guidelines to prepare for every leg of the journey.

💡 Goal of Voyage Planning:
Ensure safe navigation, avoid navigational hazards, comply with regulatory requirements, and optimize fuel and time.

⚓ Why Voyage Planning Matters on Board

Your ship’s Second Officer (2/O) often leads this task, coordinating with the Captain (Master) and working overtime to complete the plan before departure.

On modern vessels, this process is primarily done using ECDIS (Electronic Chart Display and Information System) but is still backed by paper charts in many fleets.

A good passage plan can:

  • Prevent groundings, collisions, and route deviations
  • Optimize bunker consumption
  • Ensure compliance with traffic separation schemes, ECAs, and reporting zones
  • Prepare for port restrictions, pilotage areas, and emergency contingencies

🧭 Key Factors to Consider in Passage Planning

A complete voyage plan includes a wide array of maritime factors.

Here’s what you must always account for:

FactorDescription
Vessel SpecsDraft, air draft, speed, type, and maneuverability
Weather ForecastsWind, waves, fog, and storm systems en route
Ocean CurrentsImpact ETA and course over ground
Tidal InfoCritical for under keel clearance at shallow ports
Navigational HazardsWrecks, rocks, reefs, narrow channels
Route OptimizationShortest safe path to save time and fuel
Waypoint PlanningPrecise waypoints for monitoring and reporting
Regulatory ComplianceSOLAS, MARPOL, load lines, traffic schemes
Port DetailsPilot boarding points, VTS zones, port limits

👉 Pro Tip: Always verify port names and locations. Some ports share names but are located in different countries.

Wind map of the Mediterranean Area showing wind vectors and speed in knots.

🧠 The 4 Stages of Voyage Planning (APEM)

The IMO divides voyage planning into four sequential stages, abbreviated as APEM:

1️⃣ Appraisal

Gather and analyze all relevant information about the voyage:

  • Charts (ENCs and paper)
  • Tides and currents
  • Weather forecast
  • Sailing directions
  • Notices to Mariners
  • Company SMS requirements

This stage forms the foundation of the plan.

2️⃣ Planning

Develop a comprehensive route using all data from appraisal:

  • Mark waypoints
  • Consider ECA limits, fuel switchovers
  • Comply with regulations and avoid hazards
  • Calculate distances and ETAs

📌 Master Review:
The Captain will review and approve (or amend) the plan before execution.

3️⃣ Execution

Put the plan into action:

  • Monitor vessel’s performance and environmental conditions
  • Adjust as needed, especially for weather changes or traffic

Bridge officers must coordinate and follow the approved route unless an emergency requires deviation.

4️⃣ Monitoring

The voyage is continuously monitored:

  • Position checks using GPS, radar, or celestial nav
  • Verify each waypoint is met
  • Record deviations and corrective actions

⚠️ Important: Monitoring ensures the vessel stays on course and adapts to dynamic conditions.

🧾 SOLAS and IMO References for APEM:

  • SOLAS V/34 – Requires a voyage plan before departure
  • STCW A-VIII/2 – Watchkeeping procedures
  • IMO A.893(21) – Full guideline for voyage planning stages
A chart showing the 4 Key Stages of Voyage Planning.

📋 Step-by-Step Guidelines for Preparing a Voyage Plan

Preparing a passage plan can feel overwhelming, especially when under time pressure.

But by following a logical workflow, you can build a compliant and optimized plan efficiently.

Here are 10 practical steps used by Second Officers onboard modern merchant ships:

✅ 1. Locate the Exact Port

  • Confirm the port name and country.
  • Use voyage orders or BP Port to Port Guide to find exact coordinates.
  • Prevent confusion between ports with the same name (e.g., Port Victoria in Seychelles vs. Canada).

✅ 2. Identify the Pilot Boarding Station

  • After confirming the port, locate the pilot boarding area.
  • This info is used for calculating distances and setting the first and last waypoints.

✅ 3. Calculate the Total Distance

  • Use route planning tools or BP Distance Tables.
  • Share the distance with the Master and Chief Engineer for:
    • Bunker calculations
    • ETA planning

✅ 4. Confirm Departure Draft

  • Coordinate with the Chief Officer for the vessel’s departure draft.
  • This data is required for:
    • Underkeel clearance calculations
    • Port restrictions and bridge clearances

✅ 5. Create Initial Waypoints (Overview Scale)

  • Start on small scale ENC charts to build your preliminary route.
  • Avoid navigational dangers, TSS zones, restricted areas.

✅ 6. Request Updated Charts and Permits

  • Retrieve all necessary ENCs or paper charts.
  • Ensure they’re updated to the latest Notices to Mariners or ENC permits.

✅ 7. Load Charts & Review Route

  • Load charts into ECDIS or verify paper charts.
  • Cross-check your initial plan and refine the waypoints.

✅ 8. Build the Detailed Route (Large Scale Charts)

  • Using larger scale charts, refine your waypoints.
  • Add parallel indexing, safety contours, no-go areas, and ECA boundaries.

✅ 9. Mark All Navigational Details

Include the following on your charts or ECDIS plan:

  • 🟨 Pilot boarding points
  • 🟦 Reporting areas (VTS, GIBREP, AMVER)
  • 🔴 ECA boundaries and fuel switchover zones
  • 🟩 Parallel indexing lines
  • ⚠️ Dangerous wrecks, shallow patches, traffic lanes

Ensure all markings comply with your Company SMS and Bridge Procedures Manual.

✅ 10. Fill Out the Voyage Planning Form

This is the printed or digital summary of your plan. It typically includes:

  • Vessel name, voyage number, draft, and displacement
  • List of waypoints with positions and courses
  • Distances between waypoints
  • Reporting areas and compliance notes
  • Charts and publications used
  • Underkeel clearance calculations
  • Pilotage details

📝 Some companies require a 2-page form, while others use up to 20 pages, depending on policy and route complexity.

A quick map showing the distance from Copenhagen, Denmark to Melbourne, Australia using BP Port to Port Guide.
Bp Distance Port To Port.

📁 Sample Voyage Plan Example (Ashkelon ➡️ Las Palmas)

Here’s a real-world breakdown of what’s included in a comprehensive voyage plan:

PageDescription
1General voyage info (departure, arrival, draft)
2List of charts used
3Publications and references
4Pilotage Outbound (Ashkelon)
5UKC Calculations
6Waypoints and route details
7 – 12Supporting information: currents, hazards, reporting areas
13 – 15Contact details and inbound pilotage
16 – 17Inbound UKC & berthing info for Las Palmas

📌 ECDIS Route + Paper Form = Final Plan

Your passage plan is only complete when both the ECDIS routing and Voyage Planning Form are ready, reviewed, and signed by the Master.

“A route in ECDIS is a visual plan. The Voyage Planning Form is its black-and-white legal counterpart.”

⚠️ Final Reminders for Officers in Charge

  • Always involve the Master early for planning direction.
  • Double-check charts and regulations, especially near sensitive areas (e.g., straits, ECAs).
  • Keep alternative plans ready for weather reroutes or emergency anchorage.
  • Document all deviations during execution for post-voyage reporting.

🧭 Conclusion: The Seafarer’s Role in Safe Navigation

Voyage planning isn’t just about ticking off company procedures- it’s about keeping your vessel, cargo, and crew safe, compliant, and efficient.

From APEM stages to detailed waypoint markings, your plan sets the tone for a successful passage.

May the winds be in your favor.

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5 responses to “✅ Voyage Planning Guide: Stages, Steps, & SOLAS Compliance”

  1.  Avatar
    Anonymous

    Thanks for this blog. Superb

    1. Gibi Avatar

      You’re welcome! Glad you like it.

  2.  Avatar
    Anonymous

    Love The blog , Will give it a like and follow 🙂

  3.  Avatar
    Anonymous

    From an old seafarer to a modern seafarer: Very interesting and perhaps a little easier now you have GPS and computers. Well done!

    1. Gibi Avatar

      Ships are known to usually being left behind when it comes to technological advancements. I still remember ten years ago how our second officers work so hard with the voyage plan and chart corrections especially if vetting inspection is at next port. But today, everything is done with a click of the mouse. Technology really made a huge impact on the life and work on board.

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