Beating to Windward: Zigzag Against the Wind to a Mark Upwind

Beating against the wind: why you cannot sail straight to your mark, how to progress zigzagging with tacks and which mistakes beginners make most often.

Sport: Segeln · Level: Beginner

Introduction

The honest answer upfront: you cannot sail straight into the wind. To reach a mark upwind you sail a zigzag, tacking from one close-hauled course to the other – and that is called beating. The RYA puts it like this: you can sail in any direction except directly into the wind, about 40 degrees off the wind is about as close as you can get, and when beating you tack through about 90 degrees across the no-go zone from one close-hauled course to the other [1].

Once you have understood that, you understand why sailors never sail dead straight – and why that is not a detour but the way.

In this guide you learn beating for a dinghy or a small keelboat, with a focus on the sequence and the typical mistakes.

What you need

Step by step

1. Choose a mark upwind

Pick a mark directly into the wind. You cannot sail straight at it, and that is exactly the task. Learn to identify the wind direction before you set off; that is part of the foundation [2]. Milestone: you explain why you cannot sail straight at the mark.

2. Find close-hauled

Steer up towards the wind until the leading edge of the jib starts to flap. This flapping shows you the edge of the no-go zone [2]. Then bear away a little until the sail stands calmly again. Milestone: the sails stand calmly, the boat has speed.

3. Sail one leg

Hold your course. The angle between sail and wind stays the same wherever the boat points [2]. When the wind shifts, your close-hauled course automatically changes, so you check sail and wind again and again. Milestone: you sail a minute straight ahead without the sails flapping.

4. Tack

Start the tack when the mark lies in a good position. RYA teaching recommends practising the tack once the boat is fast enough and the crew is prepared; when steering through the wind you should avoid over-steering [2]. Milestone: you tack through about 90 degrees and the boat keeps its speed.

5. Zigzag to the mark

Repeat the steps until you reach the mark. Vary the length of the legs: the teaching names tide, wind shadows and hazards as reasons to prefer one course over another [2]. Milestone: you reach the buoy upwind without anyone telling you when to tack.

Practice plan (practical suggestion, not a study)

in the first session you sail only one close-hauled leg and note how the course at the edge of flapping feels. In the second session you sail two legs with a tack in between. In the third session you lay a buoy upwind and beat towards it until you reach it. In the fourth session you change the leg lengths on purpose and compare how many tacks you need. Anyone who knows the number of tacks can adjust tactics later on purpose.

Common mistakes

Safety notes

Sailing is statistically low in injuries but unforgiving: a review gives 0.29 to 5.7 injuries per 1,000 hours and 1.19 deaths per million sailing days, up to 73 percent of them from drowning, mostly after falling overboard or capsizing [3]. High wind and inexperience are the most common factors [3].

This guide explains and motivates, but it does not replace supervised training with an instructor.

Pro tip

Do a buoy drill: set a mark upwind and count how many tacks you need. Repeat in different wind. Anyone who knows the number of tacks later chooses fewer, longer legs because every tack costs speed (practical note).

FAQ

Why can't a sailboat sail straight into the wind?

In the no-go zone the sails flap and the boat stops. Its edge lies at about 40 degrees to the wind [1]. That is why you sail a zigzag and tack between two close-hauled courses.

What does beating mean in sailing?

Beating means steering towards a mark upwind in a zigzag. You sail close-hauled, tack and sail close-hauled on the other side until you reach the mark. In the tack you turn about 90 degrees through the no-go zone [1].

How often do I have to tack when beating?

That depends on wind, distance and area. RYA teaching names tide, wind shadows and hazards as reasons to prefer one course over another [2]. Fewer tacks save speed, but legs that are too long can lead you away from the mark.

Do I need tacking for the German powerboat licence?

Yes, “tacking/gybing” is one of five possible other manoeuvres under sail in the practical part; three are set, two must be passed [5]. Beating itself is not a separate task, but it presupposes the tack.

Key Takeaways

Next guide

Mainsheet Trim: Controlling Angle of Attack and Twist of the Mainsail With the Sheet

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