3G Heli Prep ← 3GHeliPrep.com
← Cfii lesson plans
CFII.VI.C both lesson 45–60 minutes

CHANGE OF AIRSPEED IN STRAIGHT-AND-LEVEL AND TURNING FLIGHT

FLIGHT BY REFERENCE TO INSTRUMENTS · Task CHANGE OF AIRSPEED IN STRAIGHT-AND-LEVEL AND TURNING FLIGHT

Completion Standards

CFII candidate demonstrates knowledge of all CFII.VI.C items and ability to teach the concept effectively to instrument helicopter students. All skill elements demonstrated to PTS standards.

Objective

The CFII candidate will demonstrate instructional knowledge and teaching proficiency in changing airspeed during straight-and-level and turning flight by reference to instruments. The candidate will explain procedures for both full and partial panel configurations, identify and correct common student errors, and demonstrate proper coordination and trim techniques specific to single-pilot IFR helicopter operations. Upon completion, the candidate will meet the performance standards outlined in FAA-S-8081-9E, CFII.VI.C, demonstrating the ability to teach airspeed changes while maintaining altitude within ±100 feet, heading within ±10°, airspeed within ±10 knots, and bank angle within ±5°.

Content

Introduction to Airspeed Changes in IFR Flight

Changing airspeed while maintaining altitude and heading represents one of the fundamental control challenges in helicopter instrument flight. Unlike fixed-wing aircraft where power primarily controls airspeed and pitch primarily controls altitude, helicopters require simultaneous coordination of collective, cyclic, and pedals to accomplish what appears to be a simple task. The CFII candidate must teach students to recognize that every collective change affects three primary flight parameters simultaneously: altitude, airspeed, and heading.

The instructional challenge lies in helping students develop a systematic scan pattern that anticipates these coupled responses rather than chasing them. Students frequently fixate on one instrument while other parameters drift beyond tolerances—a tendency that becomes particularly dangerous during approach phase when workload is highest and margins are smallest.

Aerodynamic Principles Specific to Helicopters

When teaching airspeed changes, emphasize that collective changes alter both lift and drag simultaneously. Raising collective increases rotor RPM demand, which the governor attempts to maintain by adding engine power. This increased power introduces translating tendency requiring right pedal input. The increased rotor thrust raises the nose, requiring forward cyclic to maintain attitude. The increased drag initially slows the aircraft before the power increase accelerates it forward.

This cascade effect occurs in reverse when lowering collective: reduced power means less translating tendency requiring left pedal, nose-down tendency requiring aft cyclic, and initial acceleration before drag reduction allows the aircraft to slow. Students must understand that these coupled effects happen whether they respond or not—the instructor’s job is teaching anticipation rather than reaction.

Use the analogy of a three-legged stool where each leg is a control input. Remove one leg and the stool collapses. Try to move the stool by pushing only one leg and it tips. All three must move together in the correct sequence and magnitude for smooth, coordinated flight.

Full Panel Procedures: Straight-and-Level Airspeed Changes

Slowing Down in Straight-and-Level Flight

Teach students the standard sequence: POWER-ATTITUDE-TRIM-CROSSCHECK.

Begin with the power adjustment. When reducing airspeed by 20 knots, gradually lower collective while simultaneously adding left pedal to maintain heading on the heading indicator or HSI. The magnitude depends on the helicopter type, but use approximately 1% manifold pressure or 50 RPM reduction for every 5 knots of desired speed reduction as a starting reference.

As collective comes down, the nose wants to drop. Apply aft cyclic to maintain altitude on the altimeter—the primary instrument for pitch. Students often under-correct here because the natural tendency is to wait and see what happens. Teach them to make the cyclic correction simultaneously with the collective change, not after the altitude needle moves.

The airspeed indicator becomes the primary power instrument. As the airspeed approaches the target, anticipate stabilization by arresting the collective movement 2-3 knots before reaching the target. Momentum will carry the aircraft to the desired speed.

Trim throughout the change, not just at the end. Small trim adjustments during the transition reduce control pressures and allow smoother scan patterns. Many students wait until reaching the new airspeed before trimming, which means they’re fighting control pressures throughout the entire transition.

Accelerating in Straight-and-Level Flight

The sequence remains identical but forces reverse. Raise collective while adding right pedal to counter increased translating tendency. The nose pitches up—apply forward cyclic to maintain altitude. Many students instinctively add too much forward cyclic because they associate “going faster” with “nose down” from automotive experience. This is a critical teaching moment: In a helicopter, we add power to go faster, and power makes the nose rise, not fall.

Monitor the VSI for trend information. If it shows a climb during acceleration, you haven’t added enough forward cyclic. If it shows a descent, you’ve added too much. The VSI gives you the trend before the altimeter shows the deviation—teach students to include it in their scan even though altitude is on the altimeter.

The torque gauge (or manifold pressure gauge in piston helicopters) becomes a valuable reference. Students should learn the approximate power settings for common airspeeds in their training helicopter. For example, if 65 KIAS requires 22 inches MP and 90 KIAS requires 25 inches MP, they can cross-check their power changes against these references.

Partial Panel Procedures

Partial panel airspeed changes add significant workload because the attitude indicator—normally the supporting instrument for pitch—is unavailable. Students must use the altimeter as the primary pitch instrument and the VSI as the primary trend instrument.

The key instructional point: The scan must slow down. Students rushing through partial panel airspeed changes invariably over-control and initiate pilot-induced oscillations. Teach them to make smaller collective changes and wait for the instruments to respond before making additional inputs.

During deceleration, lower collective slowly while referencing the altimeter. If altitude increases, apply forward cyclic. If altitude decreases, apply aft cyclic. The VSI confirms the correction is working before the altimeter shows the result. Students tend to make one correction, see the VSI respond, then immediately reverse the correction. Teach patience: Make a correction, confirm the trend on the VSI, wait for the altimeter to stabilize, then assess if additional correction is needed.

The turn coordinator becomes essential for heading control since the heading indicator is typically the failed instrument during partial panel practice. Any ball displacement indicates needed pedal input. The magnetic compass can verify heading but remember teaching precession errors during acceleration/deceleration: During acceleration in the Northern Hemisphere, the compass indicates a turn toward north. During deceleration, it indicates a turn toward south. These compass errors compound during airspeed changes, making the turn coordinator critical for maintaining coordination.

Airspeed Changes in Turning Flight

Turning flight complicates airspeed changes because bank angle divides total lift between vertical and horizontal components. As bank angle increases, less lift acts vertically, requiring additional collective to maintain altitude. When changing airspeed while turning, students must account for both the airspeed-related power requirement and the bank-angle-related power requirement.

Slowing in a Turn

Before reducing airspeed in a turn, increase collective slightly to compensate for the increased power requirement at slower speeds while maintaining the bank angle. The specific amount depends on bank angle and the magnitude of speed reduction, but as a teaching technique, have students add approximately 1 inch MP for every 10° of bank before beginning the deceleration.

Lower collective while adding left pedal. Apply aft cyclic to maintain both altitude and bank angle—the cyclic input is now along the longitudinal axis relative to the helicopter’s heading, not relative to the turn. This confuses students who try to move the cyclic “back toward the center” rather than aft relative to the aircraft’s nose.

Monitor the altimeter and VSI as primary instruments. The turn coordinator confirms coordination. Any ball displacement indicates improper pedal input. The heading indicator or HSI confirms the turn rate hasn’t changed—if the rate of turn increases during deceleration, insufficient right rudder or excess left rudder is the cause. If the turn rate decreases, opposite problem exists.

A critical teaching point: The cyclic displacement in a turn is NOT centered. Students who try to “center” the cyclic will lose altitude and steepen the bank. The cyclic must be displaced toward the direction of turn to maintain bank angle, and this displacement increases as airspeed decreases due to reduced relative wind across the rotor system.

Accelerating in a Turn

Reduce collective slightly first to account for the reduced power requirement at higher speeds, then add collective with right pedal. Apply forward cyclic while maintaining bank angle. The forward cyclic input is along the longitudinal axis—toward the nose, not toward the horizon.

The common error here is reducing bank angle during acceleration because students subconsciously feel “fast equals level.” Emphasize the attitude indicator (full panel) or turn coordinator (partial panel) must show constant bank angle throughout the airspeed change.

During acceleration in a 20° bank turn, students need approximately 2 inches MP more than they would need for the same airspeed in level flight. This additional power requirement decreases as they transition to wings-level flight. Teach students to anticipate this: If they roll out to level flight while at high speed and high power setting, they’ll climb unless they reduce collective simultaneously with reducing bank.

Coordination and Trim Techniques

Proper coordination means zero ball displacement on the turn coordinator or, in helicopters with dual needles, centered ball on the inclinometer. Uncoordinated flight in IMC creates the illusion of turning, which leads to spatial disorientation and loss of control. The instructor must emphasize this isn’t about comfort—it’s about survival.

Trim technique in helicopters differs significantly from fixed-wing aircraft. Most training helicopters have only cyclic trim, if any trim at all. Some advanced helicopters have force trim systems or four-axis autopilots, but CFII candidates must assume their students are flying a basic Robinson R22 or Schweizer 300 with minimal or no trim.

Without trim, students must learn to relieve control pressures through proper posture and control grip. Teach them to support their right arm on their thigh or the collective, not by gripping the cyclic tightly. A light grip—two fingers and thumb—allows small, smooth corrections. A death grip creates overcorrections and fatigue.

If cyclic trim is available, teach students to trim continuously during airspeed changes, not just at the beginning and end. Small trim inputs every few seconds keep control pressures light and scan patterns smooth. The trim isn’t a “set it and forget it” system—it’s an active part of the control sequence.

For helicopters with collective trim or throttle correlators, teach proper technique: Set collective for the desired power setting, then adjust trim to relieve collective arm pressure. Many students do this backward, trimming first then adding collective, which defeats the purpose.

Common Student Errors and Correction Techniques

Error: Slow or Improper Cross-Check

Students developing instrument scan patterns tend to fixate on one instrument while other parameters drift. During airspeed changes, they fixate on the airspeed indicator, watching the needle slowly move toward the target while altitude increases or decreases by 200 feet.

Correction technique: Teach the radial scan pattern centered on the attitude indicator. The scan should move from attitude indicator to altimeter to heading indicator to airspeed indicator to VSI, then return to attitude indicator. Each instrument gets one second maximum attention before moving to the next. During airspeed changes, emphasize that the altimeter gets MORE attention, not less, because it’s the most critical parameter to protect.

Use the verbalization technique: Have students call out “altitude, heading, airspeed” during every scan cycle. This forces them to actually read each instrument rather than just glance at it. Students who can’t verbalize the reading aren’t actually scanning—they’re just moving their eyes.

Demonstrate the consequences by inducing fixation: “Keep your airspeed exactly on 80 knots—don’t let it vary even one knot.” While they fixate on the airspeed indicator, introduce an altitude deviation through turbulence or control input. When they notice the altitude error, use it as a teaching moment: “You held airspeed perfectly but lost 300 feet. What good is perfect airspeed if you hit the ground?”

Error: Improper Power Control

Students either make power changes too slowly, taking 30 seconds to reduce 3 inches of manifold pressure, or too abruptly, slamming the collective down and creating a dive. Both stem from lack of confidence in knowing the correct power setting.

Correction technique: Create a power setting chart for the training helicopter showing approximate power requirements for common airspeeds in various configurations. For example:

Students memorize these numbers and use them as targets. When changing from 60 to 80 knots, they know they need approximately 2 inches MP increase, so they make a 2-inch collective change smoothly over 3-4 seconds while simultaneously adjusting cyclic and pedals.

Demonstrate proper power control technique yourself: “Watch my collective hand. I’m going to reduce airspeed from 90 to 70 knots. Notice the collective moves down smoothly and continuously, not in steps or jerks. It takes about five seconds to make the full change. While my left hand is moving the collective, my right hand is moving the cyclic aft and my feet are adding left pedal—all three simultaneously.”

For students who make abrupt power changes, have them practice on the ground with the instructor verbalizing the timing: “Down… down… down… down… stop.” This creates muscle memory for smooth collective movements.

Error: Failure to Make Smooth, Precise Corrections

Students make corrections that are either too large (overcontrolling) or too small (under-controlling). Large corrections create oscillations: altitude increases, they push forward too hard, altitude decreases, they pull back too hard. Small corrections fail to arrest deviations before they exceed PTS tolerances.

Correction technique: Teach the “one-half deviation” rule. If altitude is 100 feet high, apply enough correction to create a 50 foot-per-minute descent, not a 500 foot-per-minute dive. This prevents overshooting in the opposite direction.

For students who under-control, teach aggressive scanning combined with the “immediately” principle: “Altimeter shows 50 feet high? Correction now, not in five seconds. The longer you wait, the larger the correction needed and the greater the risk of exceeding tolerances.”

Demonstrate smooth corrections yourself using the analogy of driving on a winding road: “You don’t wait until you’re on the shoulder to turn the steering wheel, and you don’t jerk the wheel hard when you see the curve ahead. You make smooth, continuous corrections that follow the road. Same principle applies to instruments—smooth, continuous corrections that follow the target parameters.”

Have students practice “bracket” technique: Make a correction, wait for instruments to respond, assess if additional correction is needed, apply half the remaining deviation as the next correction. This prevents pilot-induced oscillations while ensuring deviations get corrected.

Error: Uncoordinated Use of Controls

Students add collective without adding pedal, or add pedal before collective, or forget pedal entirely. The result is slipping or skidding flight visible on the turn coordinator as ball displacement.

Correction technique: Teach the “collective leads, pedals follow immediately” principle. The collective movement starts fractionally before the pedal input, but “immediately” means within one-half second, not three seconds later. For practical purposes, they happen simultaneously.

Use the analogy of walking: “Your right foot and left foot don’t move at exactly the same instant when you walk, but they’re close enough that you don’t think about it. Collective and pedals are the same—not perfectly simultaneous at the millisecond level, but close enough that you’re not consciously separating them.”

For students who forget pedals entirely, place a piece of tape on the turn coordinator ball with a note: “USE PEDALS.” Every time they glance at the turn coordinator, they see the reminder. Eventually the pedal input becomes automatic.

Demonstrate uncoordinated flight by intentionally omitting pedal inputs: “Watch the ball slide left as I raise collective without adding right pedal. Feel that uncomfortable sliding sensation? That’s what uncoordinated flight feels like. In IMC, that sensation triggers spatial disorientation because your inner ear says you’re turning but the instruments say you’re not. Now watch—I add right pedal and the ball centers. The uncomfortable sensation disappears.”

Error: Improper Trim Technique

Students either don’t use trim at all (if available), use trim instead of making proper control inputs, or trim constantly trying to achieve zero control pressure, which is impossible during dynamic maneuvers.

Correction technique: Teach the three-step trim sequence:

  1. Establish the new airspeed and stabilize all parameters
  2. Note which direction requires control pressure (forward, aft, left, right)
  3. Trim to reduce that pressure by approximately 75%, not eliminate it entirely

Students need to understand that trim cannot create perfect flight—it only reduces control pressures during stabilized flight. During airspeed changes, parameters are continuously changing, so trim adjustments should be small and infrequent. Trimming aggressively during the transition creates more problems than it solves.

For students who don’t use trim at all, demonstrate the fatigue effect: Have them hold a two-pound weight with their arm extended for two minutes. When their arm is shaking from fatigue, explain: “This is what your cyclic arm feels like after 30 minutes without trim. Trim isn’t optional—it’s fatigue management, which is risk management.”

For students who over-trim, demonstrate the lag effect: “You’re trimming for where you were five seconds ago, not where you are now. By the time the trim takes effect, you’ve already made another control input, and now the trim is working against you. During airspeed changes, make one small trim adjustment every 10 seconds maximum.”

Regulations and Standards

14 CFR 61.65(c) requires instrument rating applicants to receive and log ground and flight training in instrument flight, including basic instrument flight maneuvers. Airspeed changes represent fundamental control tasks that underpin more complex IFR operations.

14 CFR 91.175(a) prohibits operating an aircraft below authorized DA/DH or MDA unless specific visibility and flight path requirements are met. Inability to maintain airspeed during approach phase—particularly during go-around when transitioning from approach airspeed to climb airspeed—can result in inadvertent descent below minimums.

The PTS standard (FAA-S-8081-9E, CFII.VI.C) requires the CFII candidate to maintain altitude within ±100 feet, heading within ±10°, airspeed within ±10 knots, and bank angle within ±5° while demonstrating and explaining airspeed changes. These tolerances reflect the precision required for IFR flight, particularly during approaches where altitude tolerances become even tighter.

Teaching Methodology and Risk Management

When teaching airspeed changes, start in VMC with a view-limiting device so students can develop muscle memory for the control sequences without the stress of actual IMC. Progress to simulated IMC only after students demonstrate consistent performance in VMC under the hood.

Teach airspeed changes in straight-and-level flight first, then turning flight. Master full panel before introducing partial panel. This scaffolding approach builds confidence and allows students to isolate variables.

The primary risk during airspeed changes is altitude deviation, particularly inadvertent descent. Students who fixate on airspeed or heading while ignoring the altimeter can descend into terrain or obstacles. Emphasize altitude awareness as the primary scan priority during all airspeed changes.

Secondary risks include spatial disorientation from uncoordinated flight and loss of rotor RPM from improper power management. Both can lead to loss of control in IMC. Teach students to cross-check rotor RPM during every collective change—if RPM is decreasing and they’re adding collective, they’re approaching an over-pitch situation that can lead to rotor stall.

Use realistic scenarios: “You’re on an ILS approach at 90 knots. Tower issues go-around instructions. You need to transition to Vy, which is 60 knots in this helicopter, while climbing and turning to the missed approach course. How do you manage this airspeed change while maintaining positive climb performance?” This scenario-based teaching connects the maneuver to real-world IFR operations.

Schedule

TimeActivityDetails
0:00-0:10Lesson IntroductionObjective, completion standards, and relevance to IFR operations. Review student’s previous experience with airspeed changes. Establish that CFII candidate will demonstrate teaching methodology, not just performance.
0:10-0:25Ground Instruction: AerodynamicsExplain coupled effects of collective changes on altitude, airspeed, and heading specific to helicopters. Use whiteboard to diagram power-pitch-pedal relationship. Cover differences from fixed-wing airspeed changes. Student questions.
0:25-0:45Ground Instruction: Full Panel ProceduresDemonstrate proper scan pattern using desktop instrument panel mockup or tablet simulator. Walk through deceleration and acceleration sequences step-by-step. Teach power setting chart for training helicopter. Cover trim techniques.
0:45-1:00Ground Instruction: Partial Panel & Turning FlightExplain modified scan patterns for partial panel. Demonstrate additional considerations for airspeed changes during turns. Cover bank angle maintenance challenges during speed transitions.
1:00-1:15Ground Instruction: Common ErrorsPresent each common error using video examples if available or verbal scenarios. Teach recognition techniques and correction strategies. Discuss risk management and regulatory standards.
1:15-1:30Pre-Flight BriefingReview aircraft-specific power settings and performance data. Discuss flight plan: local practice area, altitude, and specific maneuvers to demonstrate. Brief safety procedures, emergency procedures, and ATC coordination requirements. Weather briefing if conducting actual flight.
1:30-2:00Flight (or Simulator): Full Panel Straight-and-LevelCFII candidate demonstrates teaching while performing: deceleration from cruise to approach speed, acceleration from approach to cruise speed. Narrates scan pattern, control inputs, and why each input is necessary. Evaluator may assume student role and make intentional errors for candidate to identify and correct.
2:00-2:30Flight (or Simulator): Partial Panel and Turning FlightCFII candidate demonstrates teaching while performing: airspeed changes under partial panel, airspeed changes during standard rate turns and 20° bank turns. Continues instructional narration throughout. Corrects simulated student errors.
2:30-2:45Post-Flight DebriefReview flight performance against PTS standards. Discuss teaching effectiveness—clarity, sequencing, error correction. Student self-assessment. Instructor feedback on both flying performance and instructional technique. Document completion or areas requiring additional training.
2:45-3:00Lesson Summary and Assign StudySummarize key teaching points for airspeed changes. Assign reading: FAA-H-8083-15B Chapter 5, Instrument Flying Handbook (helicopter instrument flight section). Preview next lesson topic. Answer final questions.

Total Time: 3 hours (1.5 hours ground, 1.5 hours flight/simulator)

Equipment

Required Reference Materials

Training Aids and Materials

Aircraft Equipment Requirements

Administrative Materials

Safety Equipment

Instructor Actions

The CFII candidate (acting as instructor) demonstrates the following instructional techniques and flight maneuvers while the evaluator observes and may assume the role of an instrument student:

Pre-Flight Instructional Actions

  1. Present Lesson Objective and Standards: Clearly state that the student will learn to change airspeed while maintaining altitude and heading within PTS tolerances. Explain why this skill is essential for IFR operations, particularly during approaches and missed approaches. Reference specific PTS standards: altitude ±100 feet, heading ±10°, airspeed ±10 knots, bank ±5°.

  2. Conduct Risk Assessment: Brief hazards specific to airspeed changes in helicopters: altitude deviations leading to terrain contact or obstacle strikes, spatial disorientation from uncoordinated flight, rotor RPM decay from improper collective management, and workload saturation during coupled maneuvers like airspeed changes during turning approaches.

  3. Teach Aerodynamic Principles: Use whiteboard or diagram to explain why collective changes affect multiple parameters simultaneously in helicopters. Demonstrate understanding of translating tendency, torque effect, and how rotor system thrust vector changes with collective input. Connect these principles to the control inputs required during airspeed changes.

  4. Present Proper Procedures: Walk through step-by-step procedures for both deceleration and acceleration using the POWER-ATTITUDE-TRIM formula. Use desktop trainer or printed instrument panel to demonstrate scan pattern: attitude indicator → altimeter → heading indicator → airspeed indicator → VSI → back to attitude indicator, continuous cycle. Explain timing: each instrument receives one second of focused attention.

  5. Teach Aircraft-Specific Information: Present power setting chart for the training helicopter. Example: “In the R44, we use approximately 21 inches manifold pressure for 60 knots level, 23 inches for 80 knots, and 25 inches for 100 knots. These are starting points—density altitude and weight will affect the exact numbers, but they give you a target for your collective changes.”

  6. Demonstrate Error Recognition: Describe and show visual recognition cues for each common error. For slow cross-check: “You’ll see the student’s eyes stop moving and fixate on one instrument, usually the airspeed indicator. While they’re watching the airspeed needle crawl toward the target, check the altimeter—you’ll probably see it 100+ feet off.” For improper power control: “Watch their left hand. If it’s moving in jerks or taking 30 seconds to make a 2-inch change, they don’t have a clear picture of the power setting they need.”

In-Flight Demonstration Actions (Full Panel)

  1. Perform Pre-Maneuver Procedures: Establish helicopter in stable, trimmed flight at assigned altitude and heading at cruise airspeed (typically 90-100 KIAS). Verbalize the setup: “We’re established at 3,000 feet MSL, heading 090°, 90 knots indicated airspeed. Altimeter set two-niner-niner-two. All engine instruments in the green. Aircraft is trimmed—I have light forward pressure on the cyclic. We’re ready to demonstrate deceleration to 70 knots.”

  2. Demonstrate and Narrate Deceleration: Simultaneously perform and explain: “I’m lowering collective approximately one inch of manifold pressure—watch my left hand move down smoothly. Simultaneously, I’m adding left pedal to counter the reduced translating tendency—you can see the ball staying centered on the turn coordinator. Now the nose wants to drop, so I’m applying aft cyclic to hold altitude—watch the altimeter remain at 3,000 feet. My scan is continuously moving: attitude indicator shows slight nose-up, altimeter is steady at 3,000, heading is 090, airspeed is decreasing through 85 knots, VSI shows zero trend. As airspeed approaches 72 knots, I’m stopping the collective movement to allow the airspeed to stabilize at 70. Now I’m making small trim adjustments to relieve the aft cyclic pressure.”

  3. Demonstrate and Narrate Acceleration: “Now we’ll accelerate back to 90 knots. Raising collective approximately one inch—smooth continuous movement. Adding right pedal simultaneously—ball stays centered. The nose wants to pitch up, so I’m applying forward cyclic to maintain 3,000 feet. Scan continuing: attitude indicator, altimeter—right at 3,000, heading 090, airspeed increasing through 75 knots, VSI showing zero. As we approach 88 knots, I’m stopping the collective increase. Allowing the airspeed to settle at 90 knots. Trimming forward to relieve control pressure. All parameters stabilized: 3,000 feet, heading 090, 90 knots.”

  4. Demonstrate Partial Panel Procedures: After establishing simulated attitude indicator and heading indicator failure, demonstrate modified scan: “Without the attitude indicator, my primary pitch instrument is now the altimeter. I’m lowering collective and adding left pedal just like before. Instead of referencing the attitude indicator, I’m watching the altimeter—if it increases, I need forward cyclic; if it decreases, I need aft cyclic. The VSI confirms my correction is working before the altimeter shows the result. For heading, I’m using the turn coordinator—any needle deflection means I need opposite pedal input. The magnetic compass confirms general heading but watch how it precesses during deceleration—as we slow down on a southerly heading, the compass swings toward south even though we’re maintaining straight flight on the turn coordinator.”

In-Flight Demonstration Actions (Turning Flight)

  1. Demonstrate Airspeed Change in Standard-Rate Turn: Establish 15° bank angle (approximate standard rate turn in helicopters) at 90 knots. “We’re established in a right turn, standard rate, 90 knots. Now I’ll decelerate to 70 knots while maintaining this turn. First, I’m adding approximately half an inch of manifold pressure to compensate for the increased power required at slower airspeed while banked. Now lowering collective with left pedal—same as before. Here’s the critical point: My aft cyclic input is toward the rear of this helicopter, not toward the horizon. I’m moving the cyclic aft relative to our heading in the turn. Watch the attitude indicator—the miniature airplane maintains its bank angle. The altimeter stays at 3,000 feet. Turn coordinator shows standard rate throughout—if the rate changed, my pedal input would be wrong. Airspeed slowing to 70 knots.”

  2. Demonstrate Airspeed Change During Level-Off from Turn: “Now I’ll demonstrate a common IFR scenario: rolling out of a turn while simultaneously changing airspeed. We’re in a 20° bank turn at 90 knots. I need to roll out to heading 180 and slow to approach speed of 70 knots. Starting the rollout with coordinated aileron and rudder—releasing right cyclic and releasing right pedal together. While rolling out, I’m lowering collective with left pedal and applying aft cyclic. This is high workload because three things are changing simultaneously: bank angle, heading, and airspeed. My scan rate increases—I’m hitting each instrument every half-second instead of every second. Altitude is the priority, so the altimeter gets the most attention. Rolling out on 180—wings level. Airspeed stabilizing at 70 knots. Altitude held at 3,000 feet throughout. This maneuver replicates the skillset needed on a GPS approach when ATC assigns a heading change and we need to slow to final approach speed.”

Error Analysis and Correction Demonstration

  1. Induce and Correct Slow Cross-Check Error: If working with a safety pilot or in a simulator, intentionally fixate on the airspeed indicator while allowing altitude to deviate. Then demonstrate recognition and correction: “Notice I let myself fixate on the airspeed—my scan stopped moving. The altimeter is now showing 2,920 feet, 80 feet low. As soon as I recognize this error, I’m making an immediate correction: raising collective with right pedal and aft cyclic. The key teaching point: The longer a student fixates, the larger the deviation and the harder the correction. We teach them to force their scan to keep moving with verbal callouts: ‘altitude-heading-airspeed’ every scan cycle.”

  2. Demonstrate and Correct Power Control Error: Show abrupt collective movement: “Watch what happens when I slam the collective down instead of moving it smoothly—the nose drops sharply, altitude decreases rapidly, and I’m chasing the aircraft trying to stabilize it. Now I’ll demonstrate proper technique: smooth, continuous collective movement over 3-5 seconds while simultaneously adjusting other controls. See the difference? All parameters remain stable within tolerances because the changes are gradual enough for me to coordinate all three controls and maintain my scan.”

  3. Demonstrate and Correct Uncoordinated Flight: “I’m going to add collective without adding pedal so you can see and feel uncoordinated flight. Raising collective—watch the ball slide hard left as translating tendency yaws us right. Do you feel that uncomfortable sliding sensation? Students often describe this as ‘something’s not right’ but can’t identify what. This is what triggers spatial disorientation in IMC. Now watch—I add right pedal, the ball centers, and that uncomfortable sensation disappears. The teaching point: The ball must stay centered throughout all collective changes, which means pedals move with collective, not after.”

Post-Flight Instructional Actions

  1. Conduct Effective Debrief: Lead structured post-flight discussion: “Let’s evaluate how well we met our objective. Our standard was altitude within 100 feet, heading within 10°, airspeed within 10 knots, and bank within 5°. Looking at my notes from the flight, straight-and-level deceleration: altitude varied from 2,990 to 3,010—within standard. Heading held 090 ±3°—within standard. Airspeed stabilized at 70 ±5 knots—within standard. The acceleration maneuver…” Continue through each maneuver performed, objectively assessing performance against standards.

  2. Solicit Student Self-Assessment: “Before I share my observations, what’s your assessment of your performance? Where did you feel most comfortable? Where did you notice the workload increase? Were there any moments where you felt behind the aircraft?” Use this technique to develop student self-analysis skills and identify areas where the student recognizes their own errors versus where they lack awareness.

  3. Provide Specific Feedback: “Your scan pattern was effective during the straight-and-level work—I could see your eyes moving systematically from instrument to instrument. During the turning airspeed changes, I noticed your scan slowed and you started fixating on the altimeter. That’s common when workload increases. For next session, we’ll work on maintaining scan rate even when task saturation feels high. Your coordination was excellent—the ball stayed centered throughout all maneuvers, which tells me your collective-pedal relationship is becoming automatic. The area we need to refine is trim usage. You trimmed only once at the end of each maneuver. Try trimming continuously in small increments throughout the transition next time.”

  4. Assign Specific Practice Items: “Before our next flight, chair fly these maneuvers at home. Sit in a chair with your eyes closed and verbally call out each control input while moving your hands and feet as if you’re flying: ‘Lowering collective, left pedal, aft cyclic, scan altimeter, heading, airspeed…’ This builds muscle memory and helps automate the sequences. Also, review Chapter 5 of the Instrument Flying Handbook focusing on the helicopter-specific sections about coupled flight controls.”

  5. Document Training: Make appropriate logbook endorsement documenting instruction given in changing airspeed during IFR flight, both full and partial panel, straight-and-level and turning. Note areas of proficiency and areas requiring additional training. Sign lesson plan completion if standards met, or document specific items for remediation if standards not achieved.

Student Actions

The evaluator (assuming the role of an instrument student or observing as DPE) expects to observe:

  1. Active Participation in Ground Instruction: Ask relevant questions about procedures, seek clarification on complex points, and demonstrate engagement with material presented. Example questions an evaluator might pose when acting as student: “Why does the collective change affect heading in helicopters but not in airplanes?” or “What happens if I trim during the middle of an airspeed change instead of waiting for stabilization?”

  2. Respond to Instructional Scenarios: When the CFII candidate presents a scenario—“You’re on approach, established at 90 knots, tower clears you to land, and you need to slow to 70 knots while maintaining the approach path”—the evaluator responds appropriately, either correctly demonstrating the procedure or making intentional errors for the candidate to correct.

  3. Demonstrate Understanding During Flight: If the evaluator is flying as the student role (less common during CFII checkrides but possible), perform the maneuvers as taught while accepting coaching and correction from the CFII candidate. Alternatively, observe the candidate’s demonstration while noting teaching effectiveness: Are explanations clear? Is narration concurrent with actions? Are safety considerations addressed?

  4. Make Intentional Common Errors: When directed by the CFII candidate to demonstrate a specific error for analysis purposes, make that error realistic and observable. For example, if asked to “show me what happens when you fixate on the airspeed indicator,” fixate on the ASI while allowing altitude to deviate, then wait for the candidate to recognize and correct the error.

  5. Evaluate Instructional Technique: As DPE/evaluator, assess whether the CFII candidate:

    • Presented information in logical sequence
    • Connected concepts to real-world IFR operations
    • Used appropriate teaching methodology (telling, showing, doing, critiquing)
    • Maintained situational awareness while instructing
    • Recognized and corrected errors promptly
    • Provided specific, actionable feedback
    • Met all PTS performance standards while simultaneously teaching
  6. Ask Probing Questions: Test the CFII candidate’s depth of knowledge with questions like:

    • “Why do we need more power to maintain altitude at slower airspeeds?”
    • “How would you teach this maneuver to a student who has a fixed-wing background and expects pitch to control airspeed?”
    • “What would you do if a student consistently exceeds altitude tolerances during airspeed changes?”
    • “Explain the aerodynamic reason why we need more collective to maintain altitude in a turn versus straight-and-level flight at the same airspeed.”
  7. Participate in Post-Flight Analysis: Provide feedback on the instruction received (in role-playing scenario) or provide DPE assessment of the candidate’s instructional performance. Example DPE feedback: “Your ground instruction was thorough and well-organized. During the flight demonstration, your narration was clear and concurrent with your actions. I noticed you identified my slow cross-check error immediately and provided an effective correction technique. Area for improvement: You could have explained why we add power before slowing down in a turn—I understood what to do but not necessarily why from an aerodynamic standpoint.”

Completion Standards

The lesson is complete when the CFII candidate demonstrates instructional competence and flight proficiency meeting the standards of FAA-S-8081-9E, Task CFII.VI.C. Specifically, the candidate must:

Knowledge Standards

  1. Explain procedures using full panel: Clearly articulate the step-by-step procedure for changing airspeed in straight-and-level flight using all instruments. Explanation includes proper scan pattern, control sequencing (power-attitude-trim), specific control inputs for the training helicopter, and integration of all flight instruments. Explanation distinguishes between primary and supporting instruments for pitch, bank, and power during airspeed changes.

  2. Explain procedures using partial panel: Clearly articulate modified procedures when attitude indicator and heading indicator are inoperative. Explanation includes how the altimeter becomes primary pitch instrument, how VSI provides trend information, how turn coordinator maintains coordination, and compass limitations during airspeed changes. Demonstrates understanding of increased workload and need for slower scan rate during partial panel operations.

  3. Explain coordination and trim techniques: Articulate the relationship between collective and pedal inputs (collective up = right pedal, collective down = left pedal). Explain translating tendency as the aerodynamic cause requiring pedal input. Demonstrate understanding of proper trim usage: trim during stabilized conditions, trim to reduce (not eliminate) control pressures, continuous small trim adjustments versus large infrequent trim changes.

  4. Identify and explain common errors: Clearly describe each specified error (slow cross-check, improper power control, failure to make smooth corrections, uncoordinated controls, improper trim), explain why students make each error, demonstrate how to recognize each error as an instructor, and provide specific corrective strategies with examples. Teaching explanations connect errors to risk (altitude deviations, spatial disorientation, loss of control).

Performance Standards — Instructional Demonstration

  1. Demonstrates and simultaneously explains from instructional standpoint: While performing airspeed changes, provides continuous instructional narration that explains what is being done, why it is being done, and what the student should observe on instruments. Narration is concurrent with actions, not before or after. Explanation includes cause-and-effect relationships: “Raising collective causes translating tendency which requires right pedal to maintain heading” rather than just “add right pedal now.”

  2. Maintains altitude within ±100 feet: Throughout all airspeed changes in straight-and-level and turning flight, full panel and partial panel, altitude never deviates more than 100 feet from assigned altitude. Deviations are recognized immediately and corrected before exceeding tolerance. If altitude deviation occurs, candidate recognizes it, states the error, demonstrates correction, and explains how to teach a student to avoid this error.

  3. Maintains heading within ±10°: During straight-and-level airspeed changes, heading is held within ±10° of assigned heading. During turning flight, rate of turn remains constant (standard rate or assigned bank angle) throughout airspeed change. Any heading deviations are immediately corrected. Candidate explains how uncoordinated flight (improper pedal input) causes heading deviations and demonstrates centered ball on turn coordinator throughout all maneuvers.

  4. Maintains airspeed within ±10 knots: Target airspeed is achieved within ±10 knots and held stable once reached. Candidate demonstrates smooth transition to new airspeed without ballooning above or sagging below the ±10 knot tolerance. Demonstrates ability to anticipate airspeed stabilization by reducing collective movement 2-3 knots before reaching target airspeed.

  5. Maintains bank angle within ±5°: During turning airspeed changes, bank angle is held within ±5° of target bank (typically 15° for standard rate or 20° for steeper turns). Demonstrates understanding that cyclic displacement changes during airspeed changes in turns—increased displacement required at slower airspeeds to maintain bank angle. Bank angle remains constant throughout airspeed transition; no rolling out or steepening of bank during collective changes.

Performance Standards — Error Analysis and Correction

  1. Analyzes and corrects simulated common errors: When the evaluator (acting as student) makes intentional errors or when asked to describe error correction, candidate:

    • Recognizes the error within 3-5 seconds of occurrence
    • Identifies which error is being made (fixation, improper power control, rough corrections, uncoordinated flight, improper trim)
    • Provides immediate, specific correction: “You’re fixating on the airspeed indicator. Look at your altimeter—you’re 150 feet high. Include altitude in your scan after every instrument.”
    • Explains why the error occurred and how to prevent it in future
    • Demonstrates the correct technique as comparison
    • Confirms student understands the correction through questioning or having student repeat the procedure correctly
  2. Exhibits instructional knowledge: Throughout ground and flight portions, demonstrates thorough understanding of helicopter aerodynamics as they relate to airspeed changes (translating tendency, torque effect, power-pitch-pedal relationships). References appropriate regulations (14 CFR 61.65, 91.175). Explains PTS standards and why each tolerance exists. Connects maneuvers to real-world IFR operations (approach speed changes, missed approach transitions, speed adjustments for spacing). Uses effective teaching techniques from Aviation Instructor’s Handbook (primacy, explanation-demonstration-practice, positive reinforcement).

Performance Standards — Instructional Technique

  1. Maintains safety of flight while instructing: Never allows aircraft to enter unsafe conditions while teaching. Maintains situational awareness including altitude, airspace, traffic, weather, fuel state, and aircraft systems throughout instruction. Divides attention appropriately between demonstrating the maneuver and monitoring overall flight safety. If evaluator (as student) makes an error that threatens safety, intervenes immediately with clear instruction.

  2. Uses effective communication: Speaks clearly and at appropriate pace. Technical terms are defined before use. Explanations are organized logically from simple to complex. Uses analogies and examples that clarify rather than confuse. Asks questions to confirm understanding. Provides specific praise for correct actions and specific correction for errors. Adjusts teaching approach if evaluator indicates confusion or misunderstanding.

  3. Manages instructional time effectively: Completes ground instruction within scheduled time while covering all required knowledge elements. Flight instruction includes proper briefing, efficient demonstration of maneuvers without unnecessary repetition, and effective debrief. Time allocation reflects prioritization: more time on complex areas (partial panel, turning flight) and less on areas where evaluator demonstrates competence.

Overall Completion Determination

The CFII candidate successfully completes this lesson when all of the above standards are met during the evaluation flight. The evaluator observes:

Failure to meet any individual standard requires additional training in that specific area. Common deficiencies requiring remediation include: altitude deviations exceeding ±100 feet (usually fixation on airspeed indicator during demonstration), inability to maintain bank angle during turning airspeed changes, inadequate explanation of why control inputs are necessary (stating what to do but not why), failure to recognize simulated student errors promptly, or inability to provide specific correction strategies for common errors beyond “practice more.”

Upon successful completion, the evaluator provides endorsement documenting the CFII candidate’s instructional competency in teaching airspeed changes during instrument flight, noting readiness for the practical test or advancement to next training stage.

Want the complete lesson plan library as a downloadable Word document?

Download the Free CFI Lesson Plan Binder