Winterization begins with a number of decisions. When to haul the boat out, and how and where to store it are the first. To save costs and/or make it easier to carry out repairs, upgrades, and maintenance, storing the boat in the backyard may be the way to go. If your boat won't need any attention during the winter and the cost is not prohibitive, leave it at the marina under a tarp or have it shrink-wrapped. A tarp is less expensive than shrink-wrapping, but it can also require frequent visits to make sure it has not come loose, ripped, or overburdened with snow and ice. There are alternatives to hauling your boat out for the winter. You can purchase and install a bubbler system to keep the water moving around the boat so that ice doesn't form. Or you can opt for the less-expensive route of hanging some planks at the waterline, which in during a benign winter will prevent ice from chafing through the gelcoat or breaking away the rudder, and allow you to keep the boat in the water throughout the freezing months. However, this approach is generally not an option unless you live aboard the boat. And it doesn't eliminate the need to carry out routine fall and winter maintenance. Before the cover goes on, however, items that can be damaged by the cold, salt air, or mildew, or that might attract thieves, should be removed. And most importantly, the engine needs proper care.
Keep in mind that these are tasks that, if the boat is hauled too late in the year, might not be possible to complete because of the cold. Fingers need to be warm and nimble and fluids need to be fluid, not congealed or frozen. Most marinas will be happy to do all these chores for you for a price. But, aside from cost, there are at least two reasons why you should try to perform the engine maintenance chores yourself. First and foremost is that the freedom of sailing is closely linked to self-sufficiency. As the captain, you need to be familiar with every part of your boat in order to diagnose and carry out emergency repairs.
Second is that your boat needs regular, reliable, loving care. You should have a checklist of maintenance chores based upon manufacturer recommendations and your own sense of what the boat needs. Most marinas have trained personnel who can reliably take care of a boat's maintenance chores, but they are not likely to be following the same checklist that you would be using. And if this is a checklist that has been handed down to you by former owners of your boat, the resale value of your boat may depend a great deal on your ability to attend to each item yourself every year. Marina invoices are not likely to carry nearly as much weight with prospective buyers as a checklist meticulously maintained by a series of owners. Winterization is, unquestionably, a burden comprised of chores that may be unfamiliar to you, skills that you may not possess, and a tradition that you are not sure you can honor as well as your predecessors. But you owe it to yourself—and to your boat—to try. Otherwise, you may wind up with a boat that has a record of indifferent care; a boat that future owners will not value as much as one that has had a succession of responsible, loving owners who were willing to get dirty and bust some knuckles to make sure the boat got the attention it needed. The advantage is that you're bound to learn something along the way. If you are lucky, you'll develop a feeling of stewardship for your boat. She is a living thing that has been entrusted to your care, and if you care for her, she will care for you. The engine will spring to life at the press of a button to carry you safely away from the rocks. When you lean heavily into the water under the force of a gust, you know the lines and sails will hold and you can enjoy the thrill without worry. The two of you know each other. You've mixed blood and grease, blisters and chafe. And you'll know when the time has come for both of you to take a rest, and slumber through the winter, dreaming of the times to come when the air and water are warm again.
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Suggested Reading:
Winter Lay-up by Joy Smith
Surveying a Diesel Engine by Tom Wood
New Shine for an Old Hull by Don Casey