The Trail Boss
The Trail Boss (TB) is a key role to enjoying an off-road trip as a group.
There is a big difference between a Trail Boss and just being the “lead dog.”
The TB acts as a host, guide, foreman, and supervisor for the event.
The TB’s prime responsibility is always personal safety. Nobody can completely protect a vehicle in the elements we subject them to, but we must collectively do everything we can to prevent any person from getting hurt or worse.
Here is a checklist/planning tool to help future trailboss volunteers organize group events. This is just the basics. There is no substitute for a detailed plan.
Collect Information About The Event and the Destination:
Trail Difficulty Rating (standard rating system)
- 1-2 Mild trails, may not require 4WD
(Unpaved roads, fire breaks)
- 3-4 Moderate trails, 4WD required – Potential for getting stuck
(Rutted trails, undulating terrain, shallow stream crossings, mud holes, sand or snow)
- 5-6 Challenging trails, 4WDLo necessary – Potential for vehicle damage
(Loose and or rocky terrain, off-camber trails, large mud holes, creek crossings)
- 7-8 Difficult Trails, Heavy Duty vehicle components needed – Potential for serious vehicle damage
(Very rocky or steep terrain, mud bogs, deep stream crossings)
- 9-10 Extremely Difficult, Heavy Duty vehicle components required
(Most of trail is rocky and off-camber obstacles. High rollover or component damage potential)
Land: Public/Private :
- Owner’s Permission (if private land)
- Use Fees
- Liability waivers (not CNC4x4 waivers, these are additional waivers which may be required by the trail owners/operators)
- Point of Contact (name & phone)
- Meeting area location (may be different from trail head)
- Nearest gas station, convenience store
- Nearest air source (if tires need to be aired down)
- Directions to meeting location from major surrounding areas
Detailed Trail Descriptions:
- Directions from meeting area
- Overall trail difficulty (1-10)
- Highest obstacle difficulty
- Bypass routes for difficult obstacles
- Obstacles requiring spotters
- Total trail length
- Estimated time required to negotiate trail or section
- Trail maps (if available)
- Logistics (if needed):
- Local service stations and repair facilities
- Local restaurants
- Local lodging (locations, phone numbers)
- Camping facilities (locations, fees)
- Parking areas for breaks (lunch, etc.)
Proposed Date of the Event
- Does it conflict with local events or holidays?
- Select a proposed start time to include reasonable arrival time (to include travel to meeting location and trail preparation (airing down, securing of tow straps, last minute details, etc.))
Publish Event…Invite Intended Audience…Tell Them What They Need to Know:
- Internet/mailing list postings
- Just to CNC-4×4 Google Email Groups, or include CNC4x4 Facebook announcement to attract non-members, or include other area clubs like Carolina Trail Blazers, etc?
- Non-internet 4-wheelers notification
- Include this info at a minimum: Date & Time, Location of Meeting Place, Directions to Meeting Place and/or Trail Head, General Trail Rating, Point of Contact including best means of contact (cell, text, email, etc), Minimum Vehicle Requirements (Make it clear they can only participate if they meet these requirements.)
Prepare, Keep Sign-ups Informed, and Get Ready:
Keeps Group List or Manifest:
- Number of vehicles in party
- Amount and type of special/ recovery equipment
- Communicate with participants often, especially if anything changes.
- Blank copies of CNC4x4 liability waivers
Event Day, Before Heading Out on the Trails:
Designate Tail Gunner
- Confirms convoy group past obstacles
- Alerts group of rear approaching traffic
- Assists Trail Boss
Conduct Safety Inspection and Driver’s Meeting:
(This is for the safety of the entire group, and does not constitute animosity towards anyone deemed unable to participate due to safety violations.)
- Confirmation of CNC4x4 liability waivers*
- Tow points
- Undercarriage clearance (appropriate for the trail at hand)
- Condition/type of tires (appropriate for the trail at hand)
- Spare tire(s), jack, lug wrench
- Vehicles in good running order (brakes, clutch, fuel system, electrical system, etc.)
- Trail Preparation:
- Air down (if needed)
- Hook up tow straps to rear tow point
- Line up vehicles in trail order (Trail boss first (unless using a guide), tail gunner last)
- Driver’s meeting:
- General scheme of the event
- Overview of trail(s) covered
- Special times or events
- Significant obstacles, primary and alternate CB channels
* Non-member participants were told in the earliest planning stages they could participate only if they met the minimum vehicle requirements. A signed CNC4x4 waiver is part of those requirements.
If they don’t have one…say, “No”, or…
If you have a blank copies of the waiver you may have them complete it and hand it to you. Deliver it to the Secretary when you return, or…
If you don’t have a blank copy of the waiver but the non-member participant has internet access, they may download one from this link. Observe them download the document, attach it to an email, subject line “non-member waiver for xxxx wheeling event, copying you and CNC4x4’s Secretary (email@example.com).
Conduct Safety Inspection and Driver’s Meeting (continued):
- Do NOT walk or stand directly downhill of any vehicles
- Use safe winching/ tow strap procedures
- Travel in convoy with lights on
- Always keep an eye on the vehicle behind you
Tread Lightly Advisory:
- Pack out more than you packed in
- Don’t blaze new trails
- Don’t harass the wildlife
- Share the trail (backpackers, motorcycles, horse riders, etc.)
- Identify Trail Boss, Tail Gunner (name, vehicle type, location while traveling)
- Communicate any significant actions or obstacles along the trail
- Alert the group of oncoming trail-users
- Designate spotters as needed
- Control the travel speed
Tips to remember:
1. Don’t get frustrated when things don’t go as planned. Have a backup plan.
2. Be flexible, but keep in mind you’re in charge.
3. Be clear when explaining start times… differentiate between meet time and depart time.
4. Spread out the winch equipped vehicles
5. Use CBs for direction and organization… keep chatter to minimum
6. Designate areas to stop for “restroom breaks”
7. Slow down around obstacles… let people enjoy the challenges (pictures, cheering, etc.)
8. Enjoy yourself… don’t be uptight, angry, or bossy.
9. Keep it safe.