Objective
Upon completion of this lesson, the CFI candidate will demonstrate the ability to teach elements of effective teaching that include risk management and accident prevention. The candidate will exhibit knowledge of risk identification, assessment, and mitigation techniques; demonstrate proficiency in teaching risk management tools and ADM processes; and show competency in managing instructional risks while maintaining safety throughout flight training operations, meeting the standards outlined in ACS task FI.I.F.
Content
Introduction to Risk Management in Flight Instruction
Risk management forms the foundation of safe flight instruction. As helicopter flight instructors, we face unique challenges that require proactive identification, assessment, and mitigation of hazards. The dynamic nature of helicopter flight training, combined with the inherent risks of rotorcraft operations, demands that we develop comprehensive risk management teaching strategies.
Risk Identification, Assessment, and Mitigation (FI.I.F.K1)
Teaching Risk Identification: Effective risk identification begins with situational awareness. Teach students to continuously scan for hazards using the “threat and error management” approach. In helicopter operations, common threats include:
- Environmental factors (wind, turbulence, obstacles)
- Aircraft systems and performance limitations
- Human factors (fatigue, stress, overconfidence)
- Operational pressures (schedule, weather windows)
Use the analogy of a detective gathering evidence—students must actively search for clues that indicate potential problems rather than waiting for obvious signs.
Teaching Risk Assessment: Once identified, risks must be evaluated using probability and severity matrices. Teach the simple formula: Risk = Probability × Severity. High-probability, high-severity risks demand immediate attention, while low-probability, low-severity risks may be acceptable with monitoring.
Teaching Risk Mitigation: Present the risk mitigation hierarchy:
- Eliminate the risk (cancel the flight)
- Reduce the risk (modify procedures, timing, or route)
- Control the risk (use specific techniques or equipment)
- Accept the risk (with full awareness and preparation)
Risk Management Tools (FI.I.F.K2)
PAVE Checklist:
- Pilot: Medical fitness, currency, experience, stress levels
- Aircraft: Airworthiness, performance capabilities, equipment functionality
- enVironment: Weather, terrain, airports, airspace
- External Pressures: Schedule pressure, passenger expectations, mission requirements
Teach students to use PAVE systematically before every flight, not as a rushed checklist but as a deliberate analysis tool.
Flight Risk Assessment Tools (FRATs): FRATs provide numerical scoring systems for various risk factors. Demonstrate how to use FRATs for:
- Pre-flight risk assessment
- Go/no-go decision making
- Risk mitigation planning
- Documentation for organizational risk management
Show students that FRATs are decision-support tools, not decision-replacement tools. The pilot’s judgment remains paramount.
When and How to Introduce Risk Management (FI.I.F.K3)
Risk management education should begin during ground instruction and continue throughout all phases of flight training. Introduce concepts progressively:
Pre-Solo Phase: Focus on basic threat recognition and instructor oversight Solo Phase: Emphasize personal minimums and conservative decision-making Cross-Country Phase: Integrate weather evaluation and route planning Advanced Training: Develop sophisticated ADM skills and scenario-based decision making
Use the “building blocks” approach—each lesson should reinforce previous risk management concepts while introducing new elements appropriate to the student’s skill level.
Risk Management Teaching Techniques by Phase (FI.I.F.K4)
Primary Phase Techniques:
- Demonstration and explanation of risk identification
- Simple scenario discussions
- Basic threat recognition exercises
- Emphasis on instructor oversight and safety nets
Intermediate Phase Techniques:
- Guided scenario-based training
- What-if discussions during flight
- Introduction of decision-making models
- Student-led risk assessments with instructor guidance
Advanced Phase Techniques:
- Complex scenario-based training
- Independent risk assessments
- Advanced ADM integration
- Crew resource management concepts
Managing Risk During Flight Instruction (FI.I.F.K5)
Common Flight Instruction Risks:
- Loss of situational awareness due to teaching focus
- Student’s unexpected control inputs
- Degraded performance in confined areas
- Collision avoidance while providing instruction
- Environmental hazards during pattern work
Best Practices:
- Maintain positive aircraft control awareness
- Use clear, standardized control transfer procedures
- Position aircraft for maximum safety margins
- Continuous threat scanning while instructing
- Prepare for common student errors
Special Considerations for Takeoffs and Landings: Helicopter takeoffs and landings present unique instructional risks. Height-velocity diagram considerations, power requirements, and ground resonance risks require heightened awareness. Teach the “sterile cockpit” concept during critical phases while maintaining instructional effectiveness.
Aeronautical Decision-Making and Resource Management (FI.I.F.K6)
ADM Process:
- Identify hazards
- Assess risk
- Analyze options
- Decide and act
- Monitor and modify
Single-Pilot Resource Management (SRM): Teach the five pillars of SRM:
- Task Management
- Automation Management
- Risk Management
- Situational Awareness
- Controlled Flight Into Terrain (CFIT) Awareness
Use practical examples from helicopter operations, such as managing multiple radio frequencies during confined area operations or prioritizing tasks during autorotation practice.
Hazards in Flight Instruction (FI.I.F.R1)
Flight instruction creates unique hazards including divided attention, student unpredictability, and the need to operate in challenging environments for training purposes. Instructors must balance safety with effective learning experiences.
Obstacles to Situational Awareness (FI.I.F.R2)
Teaching while flying creates inherent obstacles to maintaining situational awareness. Instructors must develop techniques to maintain overall awareness while providing focused instruction. This includes strategic positioning, systematic scanning, and clear communication protocols.
Managing Human Behavior Hazards (FI.I.F.R3)
Recognize and address hazardous attitudes in both students and instructors:
- Anti-authority attitudes toward procedures
- Impulsivity in decision-making
- Invulnerability beliefs about safety margins
- Macho attitudes regarding weather or performance
- Resignation to uncontrollable circumstances
Schedule
| Time | Activity | Content Focus |
|---|---|---|
| 0:00-0:10 | Introduction and Objectives | Risk management overview, lesson goals |
| 0:10-0:25 | Risk Identification and Assessment | Teaching threat recognition, probability/severity analysis |
| 0:25-0:40 | Risk Management Tools | PAVE checklist, FRATs demonstration |
| 0:40-0:55 | Phased Teaching Approach | Progressive risk management education |
| 0:55-1:10 | Instructional Risk Management | Common hazards, best practices, special considerations |
| 1:10-1:25 | ADM and SRM Integration | Decision-making models, resource management |
| 1:25-1:35 | Scenario-Based Application | Practical risk management teaching demonstration |
| 1:35-1:45 | Questions and Evaluation | Assessment of teaching effectiveness |
Equipment
- FAA-H-8083-9 Aviation Instructor’s Handbook
- FAA-H-8083-2 Risk Management Handbook
- FAA-H-8083-4 Helicopter Instructor’s Handbook
- Sample FRAT forms and PAVE checklists
- Whiteboard or flip chart for scenario discussions
- Helicopter performance charts and limitations
- Local sectional chart and airport/facility directory
- Weather information display capability
- Height-velocity diagram examples
Instructor Actions
The CFI candidate demonstrates teaching proficiency by:
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Presenting systematic approach to teaching risk identification using multiple examples relevant to helicopter operations, showing how to guide students through threat recognition exercises
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Demonstrating PAVE and FRAT usage through realistic helicopter scenarios, explaining how to teach students to use these tools effectively rather than mechanically
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Modeling progressive risk management education by showing how to introduce concepts appropriately for different training phases, with specific examples for pre-solo, solo, and advanced students
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Teaching instructional risk management by identifying common flight training hazards and demonstrating best practices for maintaining safety while providing effective instruction
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Integrating ADM and SRM concepts into practical helicopter scenarios, showing how to teach decision-making processes that students can apply independently
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Conducting scenario-based training that demonstrates risk management teaching while maintaining awareness of student actions, aircraft state, and environmental conditions
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Showing proper safety practices including collision avoidance techniques, positive control transfer procedures, and maintaining situational awareness during instruction
Student Actions
The CFI candidate expects evaluator to:
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Ask questions about specific risk management teaching techniques and their application to different student skill levels
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Request demonstration of how to teach specific tools like PAVE or FRATs in practical training scenarios
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Challenge the candidate with scenarios requiring balancing instructional goals with safety requirements
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Evaluate the candidate’s ability to maintain safety awareness while providing detailed instruction
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Assess understanding of how to modify risk management teaching based on student responses and progress
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Request examples of how to address specific hazardous attitudes or behaviors in students
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Observe demonstration of teaching techniques that integrate risk management into normal flight training progression
Completion Standards
The CFI candidate demonstrates satisfactory performance when able to teach elements of effective teaching that include risk management and accident prevention according to ACS standards FI.I.F, including:
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Knowledge Standards: Accurately explains risk identification, assessment, and mitigation teaching techniques; demonstrates proper instruction in PAVE and FRAT usage; shows understanding of when and how to introduce risk management concepts; exhibits knowledge of phase-appropriate teaching techniques; explains management of instructional risks including common hazards and best practices; demonstrates ADM and SRM teaching integration
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Risk Management Standards: Identifies and addresses hazards associated with flight instruction; recognizes obstacles to maintaining situational awareness during instruction; demonstrates techniques for managing human behavior hazards including hazardous attitudes
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Skill Standards: Uses scenario-based training effectively to teach risk management and ADM concepts; maintains awareness and oversight of student actions with appropriate supervision and intervention; demonstrates situational awareness of aircraft state and environmental conditions; models safety practices including collision avoidance, distraction management, coordinated flight, positive control transfer, and continuous awareness of aircraft position in the NAS
Performance is satisfactory when the candidate demonstrates the ability to teach risk management concepts clearly and effectively while maintaining appropriate safety margins and showing competency in managing the unique risks associated with helicopter flight instruction.