Sailing school staff scheduling spreadsheet template

4 min read · Updated 6 October 2026 · Written for Principals, Chief Instructors and centre managers

The short answer

Download our free template below. It has a weekly rota that works out instructors needed from the ratio and flags sessions that are short of instructors, an availability grid with free, maybe and busy, and a staff tracker that turns licences amber before they expire and red when they have. It opens in Excel, Numbers and Google Sheets.

Download the template (.xlsx)· Excel, 3 sheets

What's in it

  • Week rota: one row per session with students, ratio, instructors needed, the staff you've rostered and a check for short staffing.
  • Availability: a grid of staff against morning, afternoon and evening for the week, with a drop-down of free, maybe and busy.
  • Staff & licences: instructor type, first aid, safeguarding, vetting and powerboat or safety boat licence expiry dates, with amber for anything due within 60 days and red for expired.

How to use it

  1. Fill in Staff & licences first, with your team and their expiry dates.
  2. Each week, ask everyone for availability and fill in the grid.
  3. Add the week's sessions to the rota with students booked and the ratio from your operating procedures.
  4. Fill the senior and safety-boat columns first, then instructors and assistants.
  5. Fix anything the check columns flag before you share the rota.

Where a spreadsheet runs out

A good spreadsheet will carry a small school a long way. Its limits show when the team grows: it can't stop you putting someone with an expired licence on a session, it doesn't know when someone changes their availability, the same person can end up in two places, and the copy on the noticeboard drifts from the one on the laptop.

Tip: Keep one master copy and share a view-only link, rather than emailing versions around.

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