10 Tips For Planning Your First Off-Road Bicycle Expedition

By the time I’d cycled from England to Africa, I’d got thousands of miles of cycle-touring experience behind me. But I quickly discovered that riding off-road was a whole different ball-game to the smooth, well-maintained asphalt of Europe I’d grown used to.

Nevertheless, my ongoing travels through Africa were a success, and I later applied what I’d learned to a two-month off-road bicycle journey across Outer Mongolia – where even African roads seem luxurious by comparison.

Here are ten handy tips if you’re planning something along the same lines.

1. Choose The Right Tool For The Job

Off-road biking comes with an entirely different set of requirements to road touring. So take a leaf out of the mountain-biking book and design your steed from the ground up as a robust trail-devouring machine.

Fat, puncture-proof expedition tyres, together with hand-built 36-spoke wheels, are the order of the day, as is reliable and effective front suspension, a steel frame, mountain-bike gearing, and a comfortable and manoeuvrable handlebar position. Bar-ends offer a variety of hand positions and a sprung saddle takes the edge off the bumps. I’ve written a 4-part series on expedition bike building, which goes into much more detail on these points and makes specific recommendations for parts.

The tarmac runs out...

2. Keep It Simple, Stupid

Your bike’s capabilities and resilience will be pushed far more on the demanding terrain away from roads. So when choosing components, get the best quality you can afford, relative to your overall budget.

The trick, however, is to do this while avoiding over-complicated, modern, proprietary systems where possible. If you’re off-road in the developing world in particular, flashy new technology is going to be irreparable by anyone except you.

So use cup-and-cone bearings, Schrader valves, square-taper bottom-brackets, standard sized bolts, steel frames and racks. Avoid air-sprung forks, 10-speed drivetrains, internal hub gears, integrated brake lever/gear shifters and the like. Shimano Deore is the component range to start at, being durable and affordable rather than super-light and racey. Magura and Fox make super-reliable suspension; Tubus is the place to go for racks; Schwalbe tyres are ubiquitous.

3. Be At One With Your Inner Bike Mechanic

Your super-reliable high-performance bike is likely – somewhere, somehow – to break. Murphy’s Law dictates that this will probably happen hundreds or thousands of kilometres from the nearest bike shop. Best to accept the inevitable and plan for all the contingency you can practically bring along.

It’s impossible to cater for every possible failure, but you can at least pack an expedition-level toolkit. This means tools and spares over and above the standard touring essentials, including tools specific to any unusual parts you may be using – don’t forget Gaffa Tape, cable ties and a hose-clamp or two.

At the very least you need the tools and skills to deconstruct the entire bike and put it back together. (Don’t be afraid; a bicycle really is a very simple machine!) Then, even if you can’t fix a problem yourself, you know that you’ll be able to remove the offending part in question and either install a spare or hand the broken one over in order for a local with a blowtorch and a monkey wrench to work his or her particular brand of ‘magic’!

Inside a Nubian village hut

4. Travel Light, Strike A Balance

It’s possible to take a fully-loaded bicycle along forest singletrack, across open steppe, up gravel tracks, down river-beds, and through deep Saharan sand – but it’s not always easy!

Tough terrain can be tackled far more easily with a little consideration for your luggage – how much you have, and where you put it. The standard road touring setup – 2 front and 2 rear panniers – doesn’t work at all well off-road. You need far more manoeuvrability; you need precision in your steering rather than brute force of weight; and you want to even out the stress and strain on your bike wherever possible.

A cargo trailer can take 50-80% of your luggage, instantly relieving the rear wheel of weight additional to that of your own body. Ditch the front panniers but keep the front wheel firmly planted by adding a handlebar bag above the suspension forks. Reserve the 2 rear panniers for food and books which you can eat or give away, plus anything that won’t fit in your trailer. Extrawheel Voyager and BOB Ibex trailers are superb performers off-road.

Finally, strip away everything unnecessary; 2 sets of clothes are quite enough, forget delicate laptops and the like, use tried-and-tested ultralight camping gear and learn to live minimally.

5. Kill Your Speed

Off-road touring is not about distance. Realistically, expect to slash your average daily on-road mileage in half if you’re spending time on unpaved roads. This can vary dramatically with conditions and the type of off-road you’re tackling; on one particularly memorable day I managed only 12km, compared with up to 170km on a paved road with the same bike!

It follows that you should get as much information about the conditions ahead as possible in order to judge your supplies safely. You’ll use different muscle groups; expect your upper body to get a good workout if you’re not used to technical riding, and expect your whole body to feel the effect of the minor muscles being used for constant balance correction. Plan for plenty of R&R if you’re not conditioned to this kind of exercise.

Wading through yet more marshland

6. Be Flexible And Keep The Information Flowing

Don’t expect to be able to plan an exact daily itinerary. There’s no need to do so; part of the value of an adventure is the process of on-the-ground discovery. “The map is not the territory”, so allow a realistic margin for error when planning distances and schedules.

Never underestimate local knowledge when it comes to gathering information about the conditions ahead, but likewise, never underestimate the ability of male pride to confidently deliver unsubtantiated ‘information’ rather than an admission of not actually knowing! Learn who to approach: truckers are a goldmine of knowledge; bus drivers, farmers and others who spend time on the land itself are a good bet. Get three opinions and go with the two who agree. Treat all locals’ distance estimates with suspicion – better to rely on your map.

7. Be Self-Sufficient

On-the-road logistics need a little more planning when you’re facing several days at a time without access to food supplies, reliable drinking water, electricity or human contact. Get a book such as the SAS Survival Handbook* (or pocket-sized version*) and read up on basic health and hygiene in the field.

Water is critical; cover all bases by stocking up on fuel for boiling, bringing a water filter, and packing some iodine and chlorine tablets for purification – boiling water is preferable; most filters don’t work at the viral level. Pack broad-spectrum antibiotics, anti-diarrhoea pills and rehydration sachets in your first-aid kit in case you do ingest something disagreeable.

Make sure you’ve got enough plastic bags to carry your waste food packaging with you to the next settlement. Consider a solar charger such as the folding models by Powerfilm; ensure all your gadgets use compatible batteries, and beware that there is a lot of junk in the solar-power market. Dynamo-hub-based power solutions are beginning to show progress too.

Standard road conditions

8. Eat well

You could bring specialist expedition food with you if weight and space was at a premium, but most of the time it’s possible to adapt locally-available food for your purposes. Make sure you’re getting a balance of food groups as well as the carbs and protein you’ll need for energy and recovery days. When settlements are around, workers’ eateries are usually a good source of fat and carbohydrate-rich food at lunchtime. You’ll start to crave fruit and vegetables after a few days without; give your body what it’s asking for.

On the road, breakfast well to avoid running out of juice mid-morning; munch biscuits or driet fruit and nuts throughout the day; and consider instant noodles as a universally-available, quick-cooking and cheap way of getting a hot, energy-rich meal at the end of the day. Throw in a tin of whatever preserved meat or fish is available to avoid gagging on your twentieth identical bowl of MSG-flavoured instant noodles in as many days!

9. Communicate

If you’re going somewhere where you don’t speak the language and don’t expect English to be widespread, consider spending some time learning the basics of the local tongue before you arrive. A few words and phrases can go a long way – cycle travellers have a specialised core vocabulary consisting of words like ‘water’, ‘food’, ‘sleep’, ‘tent’, ‘yesterday’, ‘tomorrow’, ‘morning’, ‘evening’, ‘to’, ‘from’, ‘days’, ‘weeks’, ‘months’ (if travelling long term), and such like. You are unlikely to find many of these words in the back of the guidebook alongside “where is the bureau de change?”, so getting to grips with these beforehand can help a great deal.

Language courses are available as audiobooks for your MP3 player. Bring postcards from home and photos of family as universal ice-breakers. Show local people your map, considering they may never have seen one before.

Forest trails

10. Enjoy

It’s not a race; nobody’s handing out medals, so slow down, respect and revere the landscapes you pass through, accept invitations with grace and don’t outstay your welcome. Cycle travel is often a cultural experience more than anything else, and this can still be the case if you’re cycling off-road.

It’s really worth building enough flexibility into your plans to engage with the opportunities that will present themselves, as these are the memories that you will treasure the most in days to come.

This article first appeared at thenextchallenge.org, which is run by the legendary Tim Moss and is dedicated to helping you plan your next challenging adventure or expedition.

12 Responses to “10 Tips For Planning Your First Off-Road Bicycle Expedition”

  1. Daniel Leyland

    Fantastic advice Tom. I will use this advice when I do my C2C bike tour in the near future.

    Reply
  2. Stephen Lord

    Man this is great stuff — – mind if I copy it??? (just joking, but it really is concise and great advice)

    Reply
  3. mark

    So it seems that a purpose built old school touring bike is out of the question………..?
    21 speed 25″ Bob Jackson? 🙁 I love this bike <3

    Reply
  4. Barry

    Hey Tom,
    Am still deciding on what bike to buy, I don’t fancy a trailer though. If I’m traveling lightly and light off road can I use front panniers as well as rear?
    What about weight distribution if I ditch the front panniers and make do with 2 rears and a handlebar carrier?

    Reply
  5. J. Paul

    Great tips . . . and gorgeous photographs! Adds some awesome eye appeal to the matter-o’-fact stuff. Thanks!

    Reply
  6. Leila

    Hi. I am planning an off road bike trip roound europe. I will be taking m dog so want to do ass much off road as possible so THAT he is free to run around. How do i plan or find out where off road routes are.

    Reply
  7. Iris

    Your site encourages me very much, thank you and all the best!

    Reply
  8. Leila

    Hi Tom. I am planning my first off road bike adventure with my dog. I have done lots of backpacking, just never travelled on a bike or with a dog. I wouldn’t usually plan much but as I will have my dog I want to make sure I get a really nice route for him to run free so I want to do as much off road as possible.

    Can you tell me where I can find good off road routes.

    Reply
    • John

      In Germany you should be fine to navigate by sight.
      2types of offroad come to mind:
      Forest industry tracks
      Farming roads (no cars), often paved
      I use a combination for leisure hiking.

      Where have u hiked? I plan Scotland, advice is welcome.

      John

      Reply

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