3G Heli Prep ← 3GHeliPrep.com
← Commercial lesson plans
CH.II.A both lesson 60–90 minutes

Preflight Assessment

Preflight Procedures · Task Task A. Preflight Assessment

Completion Standards

Student demonstrates knowledge of all CH.II.A items to ACS standards without reference to materials. Risk management items correctly identified. All skill elements performed to commercial ACS tolerances.

Objective

The commercial helicopter student will demonstrate the ability to conduct a comprehensive preflight assessment, including pilot self-assessment, airworthiness determination, thorough preflight inspection using appropriate checklists, and environmental evaluation, meeting the knowledge, risk management, and skill requirements of CH.II.A to the standards established in FAA-S-ACS-16.

Measurable Outcomes:

ACS Task Code: CH.II.A — Preflight Assessment

Content

CH.II.A.K1: Pilot Self-Assessment

IMSAFE Personal Checklist:

Commercial Pilot Considerations:

14 CFR 61.53: No person may act as PIC or required crewmember while having a known medical condition that would make them unable to meet medical certificate requirements.

Hazardous Attitudes and Antidotes:

CH.II.A.K2: Determining Airworthiness

Required Documents (ARROW):

Airworthiness Maintenance Requirements:

Maintenance Record Review:

Inoperative Equipment:

Conformity to Type Design:

CH.II.A.K3: Helicopter Preflight Inspection

Preflight Philosophy for Commercial Pilots:

Major Inspection Categories:

Documents and Cockpit Interior:

Fuel System:

Engine and Transmission:

Main Rotor System:

Tail Rotor System:

Landing Gear:

Flight Controls:

Instruments and Avionics:

External Load Equipment (if applicable):

CH.II.A.K4: Environmental Factors

Weather Assessment:

Terrain and Route Selection:

Airspace:

Obstructions:

Risk Management Elements (CH.II.A.R1-R5)

CH.II.A.R1: Pilot Risks:

CH.II.A.R2: Aircraft Risks:

CH.II.A.R3: Environmental Risks:

CH.II.A.R4: External Pressures:

CH.II.A.R5: Aviation Security Concerns:

Schedule

SegmentContentTime
IntroductionObjective review, ACS standards discussion, importance of thorough preflight in commercial operations5 min
Ground Instruction: Pilot Self-AssessmentIMSAFE checklist, personal minimums, 14 CFR 61.53, hazardous attitudes, commercial pilot responsibilities15 min
Ground Instruction: Airworthiness DeterminationARROW documents, required inspections (annual, 100-hour, ADs, etc.), maintenance records review, 14 CFR 91.213 inoperative equipment20 min
Ground Instruction: Preflight Inspection ItemsSystematic inspection areas, what to check, why it matters, detecting defects, RFM checklist use25 min
Ground Instruction: Environmental FactorsWeather sources and interpretation, terrain/route planning, airspace review, obstacle detection15 min
Ground Instruction: Risk ManagementPAVE assessment, external pressures, security concerns, scenario-based discussion10 min
Demonstration: Document ReviewInstructor demonstrates ARROW check, logbook review, AD compliance verification on actual aircraft10 min
Demonstration: Preflight InspectionInstructor demonstrates complete preflight using manufacturer’s checklist, explaining each item with student following along20 min
Student Practice: Document ReviewStudent performs ARROW check and airworthiness determination with instructor supervision10 min
Student Practice: Preflight InspectionStudent conducts complete preflight inspection verbalizing purpose of each item; instructor observes and prompts30 min
Debrief and AssessmentReview findings, discuss any discrepancies, answer questions, preview next lesson10 min
TOTAL170 min (2.8 hrs)

Equipment

Required Aircraft:

Required Documents (on aircraft):

Instructor Materials:

Visual Aids:

References:

Instructor Actions

  1. Begin with objective and completion standards review: “Today we’re covering CH.II.A, Preflight Assessment. By the end, you’ll conduct a complete preflight that meets commercial standards — that means not just going through the motions, but understanding why each item matters and what defects you’re looking for. As a commercial pilot, you’re held to higher standards, and passengers trust you with their lives.”

  2. Introduce IMSAFE checklist: “Before you touch the helicopter, assess yourself. Use IMSAFE: Illness, Medication, Stress, Alcohol, Fatigue, Emotion. Be honest — if you’re not 100%, you shouldn’t fly. This isn’t just regulatory compliance under 14 CFR 61.53; it’s professional integrity. What’s your personal 8-hour rule on alcohol? The FAA says 8 hours; I say 12-24 depending on how much you had. Residual effects matter.”

  3. Discuss personal minimums: “Regulatory minimums are not always safe minimums. You need personal minimums for weather, winds, currency, and fatigue. Write them down. For commercial ops, make them more conservative than private. Example: If you’re not comfortable in 15-knot gusty crosswinds with passengers, don’t do it just because the book says the helicopter can handle 17 knots.”

  4. Cover hazardous attitudes with examples: “Recognize hazardous attitudes. Anti-authority: ‘I don’t need to follow that checklist, I know this helicopter.’ Macho: ‘I can fly in weather worse than this.’ Invulnerability: ‘Accidents happen to other pilots.’ If you catch yourself thinking these, apply the antidote. Follow the rules, think first, it could happen to you.”

  5. Transition to airworthiness determination: “Now let’s talk aircraft. Before every flight, you must determine the helicopter is airworthy. That starts with documents — ARROW. Airworthiness certificate on display, Registration current, Radio license if international, Operating limitations available, Weight and balance data accessible.”

  6. Demonstrate document check on actual aircraft: Walk to helicopter and retrieve documents. “See this airworthiness certificate? Issued when the helicopter was manufactured or imported. It’s valid indefinitely as long as the aircraft is maintained properly. Registration? This one expires in 2025; you can see the expiration date. If this were expired, we couldn’t legally fly.”

  7. Review maintenance requirements systematically: “Next, required inspections. Annual within preceding 12 calendar months — not 365 days, 12 calendar months. If the annual was done March 2024, it’s due by March 31, 2025. 100-hour inspection if used for hire or flight instruction for hire. You can exceed the 100-hour by up to 10 hours, but only to fly to the inspection location — not to finish a charter job.”

  8. Explain AD compliance: “Airworthiness Directives are mandatory. They address unsafe conditions. One-time or recurring. Check the AD list in the logbook — every AD applicable to this helicopter must show compliance. If you find an open AD with no sign-off, the aircraft is not airworthy.”

  9. Discuss inoperative equipment using 91.213(d): “What if you find something broken during preflight? For Part 91 without an MEL, use the 14 CFR 91.213(d) process: Not required by Part 91, not required by type certificate or AD, not in the KOEL, and properly placarded and deactivated with a logbook entry. Can you fly with a broken landing light during the day? Yes, if it’s not required for day VFR and you placard it. At night for hire? No — night flight for hire requires a landing light.”

  10. Transition to physical preflight inspection: “Now we’ll walk through the actual preflight. I’ll demonstrate using the manufacturer’s checklist, and I’ll explain not just what we check, but why. Your job is to develop a detective mindset — you’re looking for anything out of the ordinary.”

  11. Begin preflight demonstration — fuel system: “Starting with fuel. Check quantity visually and verify gauge accuracy. Type: for this piston helicopter, we need 100LL, which is blue. Jet-A is straw-colored — wrong fuel will destroy the engine. Sump each tank. Look for water — it appears as clear globules and sinks below the blue fuel. Sediment? Biological growth in turbine helicopters? Any contamination grounds the aircraft.”

  12. Demonstrate engine/transmission inspection: “Engine compartment: oil level. Check it cold on this model — see the markings? Between ADD and FULL. Any metal on the dipstick? That’s early warning of internal wear. Chip detectors — these magnetic plugs attract metal particles. Clean means healthy engine. Particles? We’re not flying until maintenance investigates. Cowling fasteners — every one must be secure. A loose cowling at 100 knots can rip off and strike the tail rotor.”

  13. Inspect main rotor system with detailed explanations: “Main rotor blades: this is what keeps you alive. Leading edge — run your hand gently along it. Feel for nicks or gouges. Small dings can let moisture in, causing delamination. Check the manufacturer’s limits; anything beyond that, we don’t fly. Tracking tape or tabs — these must be intact to verify blade tracking. Blade grips, dampers, pitch links — look for cracks, leaks, loose hardware. A failed damper causes ground resonance, which can destroy the helicopter in seconds.”

  14. Emphasize tail rotor criticality: “Tail rotor: this is your directional control. Lose it, and you’re just a spinning object trying to find a place to crash. Check blades for damage just like main rotor. Gearbox — look for oil leaks. Drive shaft — check alignment and coupling condition. Pitch change mechanism — ensure nothing is binding.”

  15. Inspect landing gear and explain structural concerns: “Landing gear: these skids take all the abuse of landing. Look for bends, cracks at welds, worn skid shoes. A bent skid might indicate a previous hard landing or dynamic rollover incident — that’s a maintenance issue. Cross tubes must be straight and secure. Any structural damage here is no-go.”

  16. Check flight controls with full explanation: “Flight controls: cyclic, collective, pedals. We’ll check for full and free movement during run-up, but during preflight, look inside and outside for obstructions. Make sure nothing is in the control path — a wrench left under the seat could jam the cyclic with fatal results.”

  17. Review required instruments: “Instruments: for day VFR, we need ATOMATOFLAMES plus rotorcraft-specific items. Airspeed, tach, oil pressure, manifold pressure, altimeter, temperature, fuel, anti-collision lights if certified after ‘96, compass, ELT, seatbelts. Plus rotor tachometer, rate of climb, attitude indicator, slip-skid ball, directional gyro. If any required instrument is broken, apply 91.213(d) or don’t fly.”

  18. Discuss environmental assessment: “Before starting, assess the environment. Weather: check METARs, TAFs, winds aloft. For helicopters, wind is critical — we’re more affected by gusts than airplanes. Personal minimums for passenger flights? Mine are 3 miles vis, 1,000-foot ceiling, 15-knot winds. Density altitude: calculate it. High DA kills performance — your power available might not exceed power required for hover.”

  19. Cover terrain and route planning: “Terrain and route: identify forced landing areas every mile or two. Avoid wires — they’re invisible killers. If you see towers or poles, assume wires connect them. Population density affects where you can legally fly per 91.119: over congested areas, 1,000 feet above highest obstacle within 2,000 feet horizontal. Other areas, 500 AGL. You can go lower in emergencies, but that’s your only exception.”

  20. Airspace and TFR briefing: “Airspace: review your route. Class B, C, D require clearances. Check TFRs at tfr.faa.gov every flight — presidential TFRs pop up with little notice, and busting one is a certificate action. Special use airspace: prohibited areas are no-go, restricted require clearance if active, MOAs are caution areas.”

  21. Apply PAVE risk management framework: “Risk management: use PAVE. Pilot — am I fit? Aircraft — is it airworthy and suitable? enVironment — weather, terrain, airspace safe? External pressures — am I being rushed or pressured? If any corner of PAVE is red, mitigate or don’t fly. You have final authority under 91.3 — use it.”

  22. Discuss external pressures scenario: “Commercial flying brings pressure. Client wants to go, weather is marginal, you’re worried about losing the job. What do you do? You say no. Explain the risk, offer alternatives, but don’t compromise safety. A good client respects professional judgment. A bad client isn’t worth your certificate or your life.”

  23. Address security concerns: “Security: lock the aircraft when you leave. Report suspicious activity to airport security or 1-866-GA-SECURE. Don’t overfly stadiums during events, don’t loiter over prisons or power plants. Check NOTAMs for TFRs over VIP movements or special events. If a non-U.S. citizen is training, TSA vetting under 49 CFR 1552 is required before solo.”

  24. Transition to student practice: “Now it’s your turn. Start with the documents — show me ARROW and verify airworthiness using the logbooks. I’ll supervise, but you’re doing the work. Talk me through what you’re checking and why.”

  25. Supervise student document review: Observe as student retrieves documents, prompting as needed: “What’s the expiration date on the registration? When was the last annual? Show me the 100-hour sign-off. Are there any open ADs?”

  26. Transition to physical inspection: “Good. Now conduct the preflight using the manufacturer’s checklist. I want you to verbalize what you’re checking and why. Don’t just look — explain what you’re looking for. Pretend you’re teaching me.”

  27. Observe student preflight and prompt for understanding: As student inspects fuel: “Why do we sump fuel? What are we looking for? What does water look like versus fuel?” At main rotor: “Why is leading edge condition critical? What happens if moisture gets into a blade?” At tail rotor: “What would happen if this gearbox were leaking oil?”

  28. Correct technique and reinforce learning: If student rushes: “Slow down. This isn’t a race. Every item matters — miss something critical and you might not come back.” If student finds discrepancy: “Good catch. What would you do next? Look up the limits in the RFM, document it, and consult maintenance.”

  29. Conduct debrief and assessment: “Let’s debrief. What did you find during preflight? Were there any discrepancies? How would you handle them? Did you feel rushed or pressured? How did you manage the assessment process? What areas do you need to review further?”

  30. Assign post-lesson review: “Before next lesson, review 14 CFR 91.213 on inoperative equipment and study the AD list for this helicopter. Bring questions. We’ll start next time with a student-led briefing on airworthiness.”

Student Actions

  1. Actively participate in ground instruction: Take notes on IMSAFE checklist, personal minimums, airworthiness requirements, and preflight inspection items; ask clarifying questions.

  2. Review ARROW documents on aircraft: Locate and verify airworthiness certificate, registration, operating limitations, and weight and balance data; state expiration dates and applicability.

  3. Examine aircraft maintenance logbooks: Under instructor supervision, review airframe, engine, and component logs; identify last annual inspection date, 100-hour inspection (if applicable), AD compliance sign-offs, and any open discrepancies.

  4. Assess airworthiness determination: State whether aircraft is airworthy based on document review and inspection compliance; identify any inoperative equipment and apply 14 CFR 91.213(d) process.

  5. Perform systematic preflight inspection: Using manufacturer’s checklist, inspect aircraft in organized pattern (typically nose, right side, tail, left side, cockpit); verbalize what is being checked and why.

  6. Inspect fuel system: Check fuel quantity visually and on gauge, verify correct fuel type (100LL blue for piston, Jet-A straw for turbine), sump all fuel drains and check for water/contamination, ensure fuel caps are secure.

  7. Inspect engine and transmission: Check engine oil level (cold vs. hot range per RFM), inspect chip detectors for metal particles, examine cowling security and fasteners, check belts and hoses for wear, identify any fluid leaks.

  8. Inspect main rotor system: Examine blade leading edges for nicks/gouges, check blade surfaces for cracks or delamination, verify tracking tape/tabs intact, inspect blade grips and dampers for leaks or damage, check pitch links and hardware security, examine hub and mast area.

  9. Inspect tail rotor system: Check tail rotor blades for damage, inspect gearbox for leaks, examine drive shaft and couplings, verify pitch change mechanism free movement, check all hardware security.

  10. Inspect landing gear: Check skid tubes for bends or cracks, examine welds and cross tubes for damage, verify skid shoes not excessively worn (if equipped), check struts and attachment points.

  11. Verify flight control freedom: Check cyclic, collective, and pedals for obstructions or binding (full check during run-up); visually inspect control paths for foreign objects.

  12. Confirm required instruments and equipment: Verify all instruments required by 14 CFR 91.205 for day VFR are present and operational (ATOMATOFLAMES + rotorcraft-specific); check placards and markings legible; identify any inoperative items and assess airworthiness impact.

  13. Assess weather and environmental conditions: Review current METARs, TAFs, and winds aloft for departure, en route, and destination; calculate density altitude; identify any weather hazards (icing, thunderstorms, low ceilings/visibility).

  14. Plan route and identify terrain considerations: Review sectional chart for route, identify Class B/C/D airspace requiring clearances, check for TFRs at tfr.faa.gov, note terrain elevations and obstacle heights, identify suitable forced landing areas along route.

  15. Conduct pilot self-assessment: Apply IMSAFE checklist and honestly assess fitness for flight; identify personal minimums and verify conditions meet those minimums; recognize any external pressures and plan mitigation.

  16. Apply risk management using PAVE: Assess Pilot (fit for duty?), Aircraft (airworthy?), enVironment (weather/terrain/airspace safe?), External pressures (any factors compromising safety?); identify risks and state mitigation strategies or no-go decision.

  17. Document any discrepancies found: Note any unairworthy conditions, inoperative equipment, or anomalies; state required corrective actions and regulatory compliance (e.g., logbook entry, placard, maintenance required).

  18. Seek instructor feedback: Ask questions about any unclear items during preflight; request clarification on acceptable limits for wear or damage; discuss risk management scenarios.

  19. Demonstrate professional standards: Show thoroughness, attention to detail, systematic approach, and conservative decision-making consistent with commercial pilot responsibilities.

  20. Prepare for next lesson: Review assigned material (14 CFR 91.213, aircraft AD list), practice IMSAFE and PAVE assessments, study RFM performance charts and limitations.

Completion Standards

The student’s performance will be evaluated against FAA-S-ACS-16, Area of Operation II, Task A (CH.II.A). The lesson is complete when the student demonstrates the ability to:

Knowledge (CH.II.A.K1-K4):

Risk Management (CH.II.A.R1-R5):

Skills (CH.II.A.S1-S4):

ACS Performance Standards (CH.II.A):

Instructional Note: Student must meet all knowledge, risk management, and skill elements before progressing to subsequent lessons. Any deficiencies in preflight assessment compromise all subsequent flight operations. Emphasize that commercial operations demand higher standards — thoroughness, professionalism, and conservative decision-making are non-negotiable.

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

Download the Free CFI Lesson Plan Binder