Introduction
Standard Operating Procedures (SOPs) provide a structured approach to flying, ensuring consistency and enhancing safety across all phases of flight.
The Problem: In General Aviation (GA), SOPs are not required, unlike in airlines or charter operations. This lack of standardization can leave GA pilots without consistent tools to manage routine, abnormal, and emergency situations effectively. The NTSB has noted that well-designed and consistently applied SOPs are a critical factor in improving safety and reducing errors.
The Solution: To improve safety and consistency in GA, the FAA recommends emphasizing and employing SOPs during all phases of flight, including ground operations (Ref: AC 120-74). By adopting SOPs, GA pilots can enhance safety, ensure consistency, and elevate the professionalism of their operations.
Note: This lesson is not associated with a Task within the Airman Certification Standards.
Objectives
After this lesson, the learner will be able to:
- Describe methods for improving flight deck management to enhance safety, efficiency, and operational consistency.
- Describe systematic visual scanning techniques to enhance situational awareness and support collision avoidance.
- Identify practices for taxiing that enhance situational awareness, maintain procedural consistency, and prevent runway incursions.
- Identify the purpose and key elements of flight crew and passenger briefings.
- Explain the importance of briefings and callouts in maintaining safety and operational consistency.
Tips for Instructors
- Model the correct use of SOPs to reinforce their importance.
- Start with simple SOPs and progress to complex ones as learners gain confidence.
- Use real-world scenarios to demonstrate how SOPs apply to specific operations.
- Help learners develop personal SOPs that align with standard safety practices.
Lesson Presentation
- Standard Operating Procedures
- SOPs for Visual Scanning and Collision Avoidance
- SOPs for Radio Communications
- SOPs for Risk Management
- SOPs for Flight Deck Management
- SOPs for Preflight Assessments
- SOPs for Taxiing
- SOPs for the Use of Exterior Lighting
- SOPs for Traffic Patterns
- SOPs for Landing and Taxiing to Parking
- SOPs for Parking and Securing
Appendices and Supplements
Briefings and Callouts
Use the Appendices and Supplements to review the following:
- Crew Resource Management Briefing
- Passenger Briefing (SAFETY)
- Taxi Briefing (ARCH)
- Takeoff Briefing (TNEY)
- Visual Approach Briefing
- Instrument Approach Briefing [IFR]
- Standard Crew Callouts
Resources
- AC 91-73: Parts 91 and 135 Single Pilot, Flight School Procedures During Taxi Operations
- AC 120-71: Standard Operating Procedures and Pilot Monitoring Duties for Flight Deck Crewmembers
- AC 120-74: Parts 91, 121, 125, and 135 Flightcrew Procedures During Taxi Operations
Schedule
- Lesson Presentation (0:30)
- Review and Assessment (0:15)
Equipment
- Digital presentation tools or a whiteboard with markers and erasers
- Reference books and materials
- Spare notepads, pens, and highlighters
- Airplane checklists for review
Review and Assessment
The lesson concludes with a combined informal assessment and review focused on the objectives. The instructor also addresses any remaining learner questions and provides feedback on individual progress and performance.
Completion Standards
This lesson is complete when the lesson objectives are met and the learner’s knowledge and risk management are determined to be adequate for the stage of training.
Lesson Content
Standard Operating Procedures
Reference: AC 91-73, FAA Safety Briefing Jan/Feb 2021
Standard Operating Procedures (SOPs) are written policies and practices designed to ensure operational consistency and reduce errors. They encompass normal, abnormal, non-normal, and emergency operations to produce predictable and safe outcomes in all phases of flight.
SOPs = Doing it the right way, all the time, every time.
Structure of an SOP
Each SOP provides a structured approach to tasks in all flight phases, detailing what needs to be done, when it should be done, and who is responsible for its execution.
Example: The pilot flying (PF) should avoid performing nonessential tasks while the aircraft is taxiing.
Personalizing and Developing SOPs
SOPs should be adapted to align with specific equipment and the individual pilot, instructor, or flight school. They can be structured around five key areas that cover all phases of flight: Plan, Brief, Do, Review, and Renew.
- Plan (Flight Preparation): Ensure readiness by addressing pilot, aircraft, environment, and external pressures (PAVE) using a structured preflight approach.
- Brief (Shared Mental Models): Align expectations through preflight, passenger, and phase-specific briefings to enhance coordination and preparedness.
- Do (Execution of the Flight): Use checklists, callouts, and standard profiles (routines) to maintain consistency.
- Review (Post-Flight Analysis): Conduct debriefs to identify lessons learned and guide future improvements.
- Renew (Continuous Improvement): Regularly refine skills and update procedures.
SOPs for Visual Scanning and Collision Avoidance
References: AIM 4-3-2, AIM 7-6-3, AIM 8-1-6
- Keep cockpit windows clean and free of obstructions.
- Fly the correct en-route altitude for the direction of flight.
- Monitor local airport frequencies to “get the picture” of the traffic in the area.
- Develop a systematic scanning technique and use everyone in the aircraft to help scan for traffic.
- Avoid practicing flight maneuvers near instrument approach areas or extended runway centerlines.
- Perform clearing turns before all flight training maneuvers, using two 90° turns in opposite directions to visually scan above, below, and around the aircraft.
- Incorporate verbal callouts during clearing procedures to reinforce vigilance (e.g., “clear left/right,” “clear above/below”).
- Turn ON all exterior lights, including strobes, in high-traffic areas and near airports to enhance visibility to other aircraft.
- Be aware of meteorological conditions, including the sun’s angle, that limit the ability to see other aircraft.
SOPs for Radio Communications
- Use standard phraseology at all times to ensure clear and consistent communication.
- Listen carefully before transmitting to avoid interrupting or blocking ongoing communications.
- Eliminate ambiguous terms such as “to” and “for” to prevent confusion with the numbers “2” and “4.”
- Avoid using “Roger” or “Wilco” when reading back ATC clearances or instructions.
- Read back all ATC instructions and clearances, including heading, altitude, and hold short directives, to confirm understanding.
- Request immediate clarification if any ATC instruction is unclear or appears unsafe.
- Actively monitor guard frequency (121.5 MHz) on a secondary radio if equipped, ensuring awareness of emergency broadcasts and missed radio calls.
- Carry a backup handheld radio transmitter during all flights to maintain communication in the event of primary radio failure.
SOPs for Risk Management
- Make key decisions on the ground whenever possible, where stress is lower and options are clearer.
- Use a Flight Risk Assessment Tool (FRAT) to identify, mitigate, and manage risks.
- Plan ahead by reviewing critical resources, such as the airport diagram, before taxiing.
- Pause regularly to assess the flight environment using the 5P checklist (Plan, Plane, Pilot, Passengers, and Programming).
- Maintain heightened situational awareness during critical phases of flight and ground operations, actively scanning for hazards.
- Set personal minimums that exceed regulatory requirements, accounting for experience, proficiency, and conditions. Maintain proficiency with a regular training plan.
SOPs for Flight Deck Management
- Do not place headsets or other items on the dash to prevent scratching the windscreen.
- Brief all roles and responsibilities, including pilot flying (PF) and pilot monitoring (PM) duties, before flight.
- Discuss the initial autopilot modes and expected transitions during the preflight briefing.
- Use the level of automation that provides the highest margin of safety.
- Verify each autopilot mode change with a verbal callout.
- Display the most relevant information for the current phase of flight.
- Use a three-step verbal and visual handoff process when exchanging flight controls.
- Instruct passengers to avoid unnecessary conversation during critical phases of flight.
- Maintain a sterile cockpit during all ground operations, below 2,500′ AGL, and within 10 minutes of landing.
Checklist Usage
Beginning and Ending a Checklist: State the name of the checklist before beginning. Conclude by stating the name of the checklist and affirming “checklist complete.”
Interrupted Checklists: If the checklist is only delayed for a brief period and the pilot is sure of where he or she was interrupted, the item may be completed, and the checklist may continue. Otherwise, restarting the checklist from the beginning is recommended.
Touch Verification: Enhance accuracy by physically touching each gauge, switch, or control when verifying items. This method minimizes the risk of false confirmations.
Single-Pilot Operations:
- Use the challenge-and-response method during noncritical phases to enhance focus and prevent omissions.
- Apply the flow (do-verify) method during high workload phases to complete tasks efficiently, followed by a checklist review for accuracy.
Two-Pilot Operations:
- Use the challenge-and-response method for critical checklists, including those confirming landing gear and flap configurations.
- Silent checklists may be used by the pilot monitoring during low workload phases but must conclude with a verbal acknowledgment to ensure mutual understanding.
Emergencies: Use the challenge-and-response method for non-normal and emergency checklists to ensure a methodical approach and reduce the risk of errors during critical situations.
SOPs for Preflight Assessments
- Adhere to the same preflight procedures without deviation, regardless of time pressures or adverse conditions such as cold temperatures.
- Maintain a personalized checklist that ensures maintenance records, aircraft squawks, weather conditions, NOTAMs, and operational-specific items are reviewed before each flight.
- Do not adjust personal minimums within 24 hours of a planned flight to ensure objective decision-making.
- Establish a policy of briefing passengers to ensure they understand that safety decisions take precedence over schedules.
SOPs for Taxiing
References: AC 90-66, AC 91-73, AC 120-71, AC 120-74
- Complete all checklist items, program the avionics, and set the communication and navigation radios before taxiing to reduce workload during movement.
- Review and brief any changes to the expected taxi route immediately upon receiving instructions to ensure situational awareness.
- Keep the airport diagram available and use all visual cues, including the heading indicator, to track progress and adhere to the taxi route.
- Maintain a sterile cockpit to enhance focus and prevent distractions.
- The parking brake can be used to assist the pilot but can not be relied upon to hold the aircraft stationary. Feet must remain on the brakes while the aircraft is stopped.
Line-Up-and-Wait Operations (Towered Airports)
- Turn on traffic information displays, if equipped, and zoom in to monitor nearby traffic.
- Increase the aircraft’s visibility by turning on all exterior lights except the landing lights. Turn the landing lights on when the aircraft begins rolling.
- At night, line up slightly left or right of the centerline to help distinguish the aircraft from the runway lights.
SOPs for the Use of Exterior Lighting
References: 14 CFR 91.209, AIM 4-3-23, AC 91-73, SAFO 11004
- Engines Running: Rotating beacon ON
- Sunset to Sunrise: Position lights ON
- Taxi: Taxi light ON when moving; Taxi light OFF when stopped or yielding
- Crossing a Runway: All exterior lights ON
- Line Up and Wait: Landing light OFF; All other exterior lights ON
- Takeoff and Landing: All exterior lights ON
- Climb and Descent: All exterior lights ON
Note: Do not use strobe or forward-facing lights if they could impair the vision of other pilots or ground personnel.
SOPs for Traffic Patterns
- Reach traffic pattern altitude at least 3 miles from the airport to improve visual scanning.
- Enter and exit traffic patterns using recommended procedures.
- Turn landing lights ON within 10 miles of the airport to enhance visibility.
- Use traffic displays set to an appropriate range (“zoom in”), if equipped, to supplement visual scanning.
- Maintain standard flight profiles with consistent airspeeds and configurations on each leg of the pattern.
- Increase situational awareness at airports with parallel or crossing runways.
SOPs for Landing and Taxiing to Parking
References: AIM 4-3-20, AC 91-73
- Before landing, establish a plan to exit the runway and review the expected taxi route to the parking location.
- Do not accept last-minute turnoff instructions from the tower unless you are certain you can safely comply.
- Never stop on an active runway to ask for directions; clear the runway first.
- Do not exit the landing runway onto a crossing runway without an ATC clearance.
- Make no configuration changes until after the aircraft has exited the runway.
- Guard against the pitfall of following expectations instead of the instructions received from ATC.
SOPs for Parking and Securing
- Continuously monitor the proximity of other aircraft, vehicles, and people when operating on airport surfaces.
- If the ramp is hazardous, exit the aircraft before the passengers.
- Ensure that passengers are escorted at all times while on the ramp.
- Do not walk away from the airplane unless it is tied down or the wheels are chocked.
Securing Procedures for Periods of Inactivity
- Fill the fuel tanks to prevent water condensation from forming inside the tank.
- Secure the airplane with chains or ropes (as applicable).
- Install the pitot tube covers, cowling inlet covers, flight control gust locks, window sunscreens, and security locks (as applicable).
Extended Use of the Parking Brake
The parking brake on a GA airplane should only be used for as long as necessary to install the wheel chocks or tie down the airplane. It should then be released to relieve hydraulic pressure in the braking system.
Reasons to consider releasing the parking brake:
- Hydraulic fluid could leak out if kept under pressure.
- Ground personnel could potentially tow the airplane.
- Cold temperatures could cause the brake pads to freeze to the rotors.
Crew and Passenger Briefings
Takeoff Briefing (TNEY)
- Threats:
- Challenges such as obstacles, traffic, and performance considerations
- Normal procedures:
- Type of takeoff, flap setting, wind, airspeed review, and initial heading and altitude
- Emergency procedures:
- Abort criteria, engine failure procedures before and after liftoff, and crew expectations
- Your questions?
Takeoff Briefing – Emergency Procedures
Note: The following procedures are generalized. Procedures, including immediate-action items, must be accomplished as detailed in the AFM/POH and the appropriate checklist.
Engine Failure or Abnormality Prior to Rotation
Abort the takeoff:
- Maintain directional control
- Throttle Lever(s): IDLE
- Wheel Brakes: APPLY MAX
If insufficient runway remains for a safe stop:
- Maintain directional control and avoid obstacles
- Mixture(s): CUTOFF
- Fuel Selector(s): OFF
- Ignition and Electrical: OFF
Engine Failure After Liftoff and Sufficient Runway Remains to Stop
- Pitch down and maintain directional control
- Establish the approach speed for the flap setting
- Throttle Lever(s): IDLE
- Land straight ahead
- Wheel Brakes: APPLY MAX
ASEL: Engine Failure After Liftoff and Below the Turnback Altitude
- Pitch down and maintain directional control
- Establish the final approach speed
- Pick the most suitable area ahead
- Flaps: FULL (before landing)
- Mixture(s): CUTOFF
- Fuel Selector(s): OFF
- Ignition and Electrical: OFF
AMEL: Engine Failure After Liftoff and Decision Made to Continue
- Maintain directional control and airspeed (VYSE)
- Mixtures: FULL FORWARD
- Propeller Controls: FULL FORWARD
- Throttle Levers: FULL FORWARD
- Flaps and Landing Gear: UP
- Identify, verify, and feather the inoperative engine
- Climb to a safe altitude
Passenger Briefing (SAFETY)
- Seatbelts: How to fasten/unfasten; required during taxi, takeoff, and landing.
- Air: Vents and controls; airsickness bags; no smoking.
- Fire Extinguisher: Location, removal, and use
- Exits, Emergencies, and Equipment: Door/exits operation; emergency procedures; location of survival equipment.
- Traffic and Talking: Visual scanning; sterile cockpit.
- Your questions?
Taxi Briefing (ARCH)
- Assigned or expected runway
- Route
- Crossings and hold short instructions
- Hot spots and hazards
Crew Resource Management Briefing
- Designation of the PIC defined by 14 CFR 1.1
- Designation of the pilot flying (PF) and the pilot monitoring (PM)
- Assistance desired from the PM
- Review of standard operating procedures and crew callouts
- PF promotes teamwork and safety:
- “Bring my attention to anything that looks unusual, confusing, or incorrect.”
- “If you see anything hazardous, take any action that is necessary for our safety.”
- “Feel free to interrupt me if you have any questions about what I am doing or saying.”
- “If you need to be heads-down or off the radio, please let me know.”
Visual Approach Briefing
- Type of landing (normal, short, or soft)
- Active or expected runway
- Field elevation and traffic pattern altitude
- Wind direction and velocity
- Approach speeds and configuration
- Planned aiming and touchdown points
- Go-around procedure
Instrument Approach Briefing
- Type of approach
- Airport name and identifier
- Chart number
- ATIS/Weather information
- NAVAID frequency
- FAF name and crossing altitude
- Final approach course
- Initial rate of descent
- DA/DH or MDA
- Airport elevation
- Minimum safe altitude(s)
- Fixes and altitude restrictions
- Missed approach point and procedure
- Runway dimensions and visual approach aids
- Direction of runway turnoff
- Taxi hazards (e.g., hot spots and parallel runways)
- Parking location
Standard Crew Callouts
Flight Deck Management
Action | PF | PM |
---|---|---|
Confirm understanding of ATC instructions | “I heard [instruction]” | Reads back the ATC instruction |
Change to an altitude or heading selection | “[altitude/heading] set” | Sets the heading/altitude |
Change to an autopilot or flight director mode | “Engage [mode]” | “[mode] active/on” |
Checklist accomplishment | Calls for the checklist by name, “[checklist title] checklist” | Completes the checklist, “[checklist title] checklist complete” |
Deviations from the intended flightpath are detected | “Correcting” | States the deviation |
Ground Operations
Action/Condition | PF | PM |
---|---|---|
Before engine start | “Clear prop!” | |
Before taxiing, turning, crossing a taxiway/runway, or entering a runway for takeoff | “Clear right” or “Clear left” | “Clear left” or “Clear right” |
Before crossing a runway | “Crossing runway [number]” | Reads back the ATC instruction |
Hold short instructions received | “Holding short runway [number]” | Reads back the ATC instruction |
Line up and wait (LUAW) instructions received | “Lining up and waiting runway [number]” | Reads back the ATC instruction |
Just before takeoff | “Runway [number] verified, heading [initial heading], altitude [initial altitude]” | Confirms the PF’s statements |
Takeoff Roll
Action | PF | PM |
---|---|---|
Begin the takeoff roll | “Power set, T&P’s in the green” | |
Airspeed alive | “Airspeed alive” | |
At rotation speed | “Rotate” | |
Engine failure or other abnormality before rotation | “Aborting” | “Abort, abort, abort!” |
Note: “T&P’s in the Green” means the engine temperatures and pressures are in their normal ranges.
Climbing and Descending
Action | PF | PM |
---|---|---|
1,000′ before reaching the level-off altitude | “1,000 to go” | “1,000 to go” |
At the level-off altitude | “Leveling at [altitude]” |
Instrument Approaches
Altitude/Condition | PF | PM |
---|---|---|
1,000′ to minimums | “Check” | “1,000 to minimums” |
500′ to minimums | “Check” | “500 to minimums” |
100′ to minimums | “Check” | “100 to minimums” |
At DA/DH | “Landing” or “Missed approach” | “Minimums” |
MDA reached before the MAP | “Leveling” | “MDA ____ feet” |
Descending below the MDA for landing | “Leaving the MDA” | |
At MAP and runway not in sight | “Missed approach” | “Missed approach point, no contact” |
Approach lights in sight | “Continuing” | “Approach lights in sight” |
Runway in sight | “Landing” | “Runway in sight” |
Instrument Approach Deviations
Condition | PF | PM |
---|---|---|
Course deviation ±1 Dot | “Correcting” | “[Right/Left] of course” |
Glideslope deviation ±1 Dot | “Correcting” | “[Above/Below] glideslope” |
Airspeed deviation +10/-5 KIAS | “Correcting” | “Airspeed” |
Sinkrate more than 1,000 FPM | “Correcting” | “Sinkrate” |
Altitude deviation +50’/-0′ of MDA | “Correcting” | “Altitude” |
Before Landing
Condition | PF | PM |
---|---|---|
At the minimum stabilization height | “Stabilized—Continuing” or “Not stabilized—Going around” | |
On final approach | “Heels on the floor, toes off the brakes” |
Complex Airplanes
Action/Condition | PF | PM |
---|---|---|
After liftoff | “Gear up” | “Positive rate” |
1,000′ AGL or on the base leg | “Blueline—GUMP Check” or “GUMP Check” | |
Before descending below TPA or upon crossing the FAF inbound | “Gear Down Before Landing Checklist” | Completes the checklist |
Note: The GUMP check is a verification of critical checklist items: Gas, Undercarriage, Mixture(s), and Prop(s).
Flight Lesson Briefing Guide
Preflight Briefing
Assignments
- Aircraft type and tail number
- Designation of the PIC as defined by 14 CFR 1.1
- Designation of the pilot flying (PF) and pilot monitoring (PM)
The Mission
- IFR or VFR
- Objectives and expectations
- Contingency plans (e.g., alternate airports or emergency landing sites)
- The planned flight duration
Outline
- The flight scenario
- Route of flight
- Location of the training area
- Route hazards (e.g., airspace, terrain, and obstacles)
- Location and types of maneuvers and approaches
Logistics
Fuel:
- Fuel on board
- Planned fuel at landing
- Maximum flight time considering reserves
Airworthiness:
- Preflight inspection results/status
- Recent maintenance write-ups (squawks)
- Inspection status (e.g., 100-hour and annual)
Weight & Balance and Performance:
- Calculated weight and center of gravity
- Runway length(s) available
- Calculated takeoff and landing distance
Weather and NOTAMs:
- Weather reports and forecasts
- AIRMETs, SIGMETs, and convective activity
- Other hazards (e.g., crosswinds or density altitude)
- NOTAMs and Flight Restrictions (TFRs)
Flight Deck Management
- Positive transfer of the flight controls
- Expectations on the use of the autopilot
Safety Considerations
- Before each maneuver (CHAPS):
- Clear the area (clearing turns)
- Heading established and noted
- Altitude established
- Position near an emergency landing area
- Set power and aircraft configuration
- Maintain awareness of other traffic by:
- Visual scanning (see-and-avoid)
- Monitoring the traffic display
- Monitoring radio communications
Crew Concepts and Operating Procedures
- Review of standard operating procedures and callouts
- The instructor is available to:
- Demonstrate flight maneuvers
- Assist with the operation of avionics and navigation equipment
- Aid in situational awareness
- Provide temporary relief from PF duties
Simulated Instrument Flight
- Designation and responsibilities of the safety pilot
- The view-limiting device will be removed if ATC calls out traffic or if it is alerted by the traffic display
Simulated Emergencies
- The throttle will be used to simulate engine failures
- Simulated emergencies will be announced (e.g., “simulated engine failure” as the throttle is reduced)
- The movement of critical controls and switches will be simulated by a hand movement to the control/switch and a verbal announcement (e.g., “fuel selector to OFF”)
Multi-Engine Training:
- Above a safe altitude, the mixture may be used to simulate engine failures
- Both throttles are available for go-arounds and when below 400′ AGL during landing
Real Emergencies
- In the event of an emergency, the PF will keep the controls until advised otherwise
- The PM will handle the radios and perform the appropriate checklist
- If the safe outcome of a maneuver is in doubt, the instructor will announce and physically take the flight controls
- Emergency transfer of the flight controls:
- Instructor: “My controls!”
- Learner: “Your controls” and begins PM duties.
Taxi Procedures
- The taxi diagram will be displayed
- The route will be briefed before moving
- Start with a brake test (both sides)
- No “heads-down” time while moving
- The taxi/recognition light will be used while moving
- The parking brake may be used but not relied upon
- The takeoff will be briefed when stationary
Review
- Would you like to add anything?
- Go/No-Go decision
Postflight Debriefing
Guided Self-Assessment
Replay
- Learner:
- Describes the flight from a personal point of view.
- Instructor:
- Guides the learner with a series of questions:
- How do you think that went?
- Did anything unexpected happen?
- Listens carefully.
- Focuses the discussion on areas that need attention.
- Explores any differences in perceptions.
- Helps the learner integrate perceptions into meaningful insights.
- Guides the learner with a series of questions:
Note: A recorded video or data from a flight tracking app should be used to replay the day’s activities.
Reconstruct
- Learner:
- Identifies the things that he or she would have, could have, or should have done differently (“would’a, could’a, should’a” elements)
- Instructor:
- Guides the learner with a series of questions:
- If we did the flight again, what would you do differently?
- Were any standards, policies, or procedures compromised?
- Reminds the learner of the things that went right.
- Connects the learner’s responses with useful suggestions.
- Maintains a helpful self-evaluation rather than a destructive self-beating.
- Guides the learner with a series of questions:
Reflect
- Learner:
- Identifies and verbalizes thought processes that cannot be observed
- Instructor:
- Guides the learner with a series of questions:
- What was the most important thing you learned today?
- What part of the lesson was easiest for you?
- What part was hardest?
- Listens carefully to evaluate the learner’s decision-making skills.
- Guides the learner with a series of questions:
Redirect
- Learner:
- Correlates the lessons learned with past experiences.
- Considers how to apply those insights to future flights.
- Instructor:
- Guides the learner with a series of questions:
- How does this experience relate to previous lessons?
- Which aspects of this experience might apply to future situations, and how?
- Guides the learner with a series of questions:
Assessment by the Instructor
This in-depth discussion compares the instructor’s assessment to the learner’s self-assessment. Through this discussion, the instructor and the learner jointly determine the learner’s progress.
Performance and progress can be measured by the use of:
- A structured rubric.
- The appropriate Airman Certification Standards (ACS).
Personal Minimums Worksheet
Pilot’s Name | Date | Aircraft Make & Model |
1: Review Weather Definitions
Category | Ceiling and Visibility |
VFR | Above 3,000′ AGL and 5 SM |
MVFR | 1,000′ to 3,000′ AGL or 3 to 5 SM |
IFR | 500′ to 1,000′ AGL or 1 to 3 SM |
LIFR | Below 500′ AGL or 1 SM |
2: Assess Your Flight Experience
Most Recent Training Dates
Flight Review (or Practical Test) | |
Instrument Proficiency Check |
Total Aeronautical Experience
Total Pilot Time | |
In Make and Model | |
Actual Instrument | |
Night Hours |
Recent Experience (Last 12 Months)
Pilot Time | |
In Make and Model | |
Total Landings | |
Night Hours | |
Night Landings | |
Actual Instrument | |
Instrument Approaches |
3: Establish Your Baseline Levels
Weather Comfort Levels
VFR | IFR | |
Ceiling–Day | ||
Ceiling–Night | ||
Visibility–Day | ||
Visibility–Night |
Wind and Turbulence Comfort Levels
Surface Wind Speed | |
Surface Wind Gusts | |
Crosswind Component |
Performance Comfort Levels
Shortest Runway | |
Highest Density Altitude |
4: Adjust for Current Conditions
For the following conditions, adjust your comfort levels by at least the amounts below.
- Pilot: Illness, stress, fatigue, emotion, or lack of recent experience
- Aircraft: Unfamiliar equipment or less than 100 PIC hours in type
- Environment: Contaminated runway, difficult airspace, or unfamiliar surroundings
- External Pressures: Passenger pressures, incoming weather, or deadlines
Ceiling | Add at least 500′ |
Visibility | Add at least 1/2 SM |
Wind Speed | Subtract at least 5 knots |
Runway Length | Add at least 500′ |
5. Stick to the Plan
Do not lower personal minimums for a specific flight. The time to consider adjustments is when you are not under any pressure to fly.
Personal Proficiency Plan Worksheet
Pilot’s Name | Date | Time Frame (Weeks | Months) |
This worksheet will help you develop a plan for maintaining and improving aeronautical skills. Use it to establish a proficiency program that exceeds the regulatory currency requirements.
1: Review Currency Requirements
Flight Review: Within the preceding 24 calendar months.
Passenger Carrying: Three takeoffs and landings as the sole manipulator of the flight controls in the last 90 days (to a full stop at night or if in a tailwheel airplane).
IFR Currency: Six instrument approaches, holding procedures, and intercepting and tracking courses, in the preceding six calendar months.
2: Establish Proficiency Goals
In the specified time frame, I will:
- ☐ Lower personal minimums
- ☐ Learn a new piece of equipment
- ☐ Expand my current levels of comfort
- ☐ Exceed the minimum currency requirements
- ☐ Complete a WINGS Phase
- ☐ Other:
3: Establish Personal Policies
When uncomfortable with my proficiency, I will self-impose the following limitations:
- ☐ Increase personal minimums
- ☐ Fly with an instructor or “coach”
- ☐ Not fly with passengers
- ☐ Other:
4: Establish Knowledge Objectives
In the specified time frame, I will:
- ☐ Attend ______ industry seminars
- ☐ Complete ______ online courses
- ☐ Review ______ accident case studies
- ☐ Evaluate my decisions in ______ scenarios
- ☐ Other:
5: Establish Skill Objectives
In the specified time frame, I will fly and log:
- ☐ ______ flight hours
- ☐ ______ dual hours
- ☐ ______ night hours
- ☐ ______ cross-country hours
- ☐ ______ simulated instrument hours
- ☐ ______ actual instrument hours
- ☐ ______ instrument approaches
- ☐ ______ holding patterns
- ☐ ______ steep turns
- ☐ ______ stalls
- ☐ ______ ground reference maneuvers
- ☐ ______ landings
- ☐ ______ system malfunctions (simulated)
- ☐ ______ emergency procedures (simulated)
- ☐ ______ Other:
6: Establish Procedures
For every training flight, I will:
- ☐ State the learning goals
- ☐ Develop a written plan of action
- ☐ Hold myself accountable for deficiencies
- ☐ Establish standards of performance in advance
- ☐ Schedule the next flight before leaving the airport
- ☐ Other:
7: Establish a Training Budget
The following budget numerically represents my priorities:
- ☐ $__________ total expenses
- ☐ $__________ instructor fees
- ☐ $__________ aircraft operating expenses
- ☐ $__________ training gear and equipment
- ☐ $__________ books, videos, and courses
- ☐ $__________ memberships and subscriptions
- ☐ $__________ Other: