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CH.II.B both lesson 30–45 minutes

Flight Deck Management

Preflight Procedures · Task Task B. Flight Deck Management

Completion Standards

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

Objective

The student will demonstrate the knowledge, risk management, and skills necessary to organize and manage the helicopter flight deck in accordance with commercial pilot privileges and responsibilities. Upon completion, the student will meet or exceed the standards specified in FAA-S-ACS-16 Area of Operation II, Task B (CH.II.B), ensuring all items and materials are properly arranged, secured, and accessible for efficient and safe flight operations while maintaining sterile cockpit discipline during critical phases of flight.

Content

Introduction

Flight deck management is a critical professional skill that distinguishes commercial pilots from private pilots. As a commercial pilot, you will be expected to maintain a higher standard of cockpit organization, efficiency, and professionalism. Poor flight deck management leads to distraction, task saturation, and increased workload during critical phases of flight. A well-organized cockpit allows you to focus on flying precisely, making sound decisions, and maintaining situational awareness.

Knowledge Elements

Essential Materials and Equipment Organization

The flight deck of a helicopter presents unique challenges compared to fixed-wing aircraft. Limited space, vibration, and the need for immediate access to critical items require deliberate organization strategies. Essential materials include:

Securing Items and Materials

Helicopters vibrate significantly more than fixed-wing aircraft. Items that seem secure on the ground may shift or fall during flight, especially during maneuvering or in turbulence. Every item in the cockpit must be positively secured:

Accessibility During Flight Operations

Organization is meaningless if you cannot access items when needed. Prioritize accessibility based on frequency of use and criticality:

Practice retrieving items during ground operations to ensure you can do so without looking away from instruments or outside references for extended periods. In IFR or night conditions, you must be able to locate items by feel alone.

Removing Hazards and Distractions

A professional cockpit is a sterile cockpit during critical phases of flight. Remove or stow anything that is not necessary for the flight:

During taxi, takeoff, approach, and landing, maintain sterile cockpit discipline. This means no non-essential conversation, no programming navigation devices, no reviewing non-critical materials. This discipline is critical for commercial operations and will be expected by examiners and employers.

Electronic Flight Bag (EFB) Management

EFBs have become standard equipment for professional pilots. As a commercial pilot, you must demonstrate competency in EFB management:

The FAA’s Advisory Circular AC 91-78 provides guidance on the use of EFBs and makes clear that pilots must maintain the ability to safely operate without EFB functionality.

Sterile Cockpit Procedures and Critical Phases of Flight

The “sterile cockpit rule” (14 CFR 121.542) applies to air carriers but represents best practice for all commercial operations. Critical phases include:

During these phases, limit conversation to essential communications, avoid task-switching to non-flight-related activities, and maintain full attention on aircraft control and situational awareness. This discipline prevents channelized attention and task saturation.

Cockpit Resource Management (CRM) Principles

While this lesson focuses on physical organization, effective flight deck management includes human factors:

Practical Organization Strategies for Helicopters

Helicopter-specific considerations for flight deck management:

Regulations and References

Risk Management Elements

Situations That Could Lead to Loss of Situational Awareness

Poor flight deck management directly contributes to loss of situational awareness:

Mitigation Strategy: Organize the cockpit completely before engine start. Keep only current-leg materials visible. Complete all programming and setup during cruise flight or stable hover. If reorganization is needed during flight, slow down, climb, and stabilize before attempting it.

Situations That Could Lead to Cockpit Distractions

Distractions break the pilot’s focus and delay response to changing conditions or emergencies:

Mitigation Strategy: Secure every item before flight. Silence all non-essential electronic devices. Use reliable mounting systems. Practice sterile cockpit discipline during all critical phases. Pre-position all items needed for the flight sequence so searching is unnecessary.

Collision Avoidance Considerations While Managing Items

Managing cockpit items while maintaining visual lookout for traffic is a constant challenge:

Mitigation Strategy: Complete all chart preparation and device programming before takeoff or during stable cruise away from congested areas. Use EFBs in quick-glance fashion rather than sustained viewing. If complex reorganization is needed, notify ATC (if applicable), slow down, climb above pattern altitude, and visually clear the area frequently during the task. Consider temporarily increasing altitude to provide more reaction time.

Environmental Factors (Vibration, Turbulence)

The helicopter operating environment creates unique hazards for flight deck management:

Mitigation Strategy: Use aviation-grade mounts and securing systems rated for vibration and G-forces. Test all mounting systems through full control movements on the ground. Secure papers with clipboards or kneeboards with positive retention. Avoid placing anything on seats or floors. During doors-open operations, secure or remove all loose materials. Regularly inspect mounting systems for wear or degradation.

Schedule

PhaseDurationActivity
Ground Instruction45 minDiscussion of flight deck management principles, organization strategies, securing methods, sterile cockpit discipline, risk management scenarios, and demonstration of proper cockpit setup
Pre-Flight Setup15 minStudent organizes cockpit for training flight under CFI observation, demonstrating proper placement and securing of all materials
Flight Operations1.0 hrNormal flight operations with emphasis on maintaining cockpit organization, sterile cockpit discipline during critical phases, and managing materials during typical flight sequences
Critique10 minPost-flight debrief covering organization effectiveness, distraction events, improvements needed, and positive reinforcement of good practices
Total Time2.1 hrsGround 1.0 hr, Flight 1.0 hr, Debrief 0.1 hr

Equipment

Required References

Training Materials

Visual Aids and Demonstration Items

Equipment for Flight

Instructor Actions

  1. Begin with scenario-based introduction: “You’re conducting an aerial photography mission at 500 feet AGL. A chart slides off your lap and wedges under the left pedal just as you need to make a pedal turn to avoid wires. What happens?” Use this scenario to emphasize that flight deck management is a safety issue, not just organizational preference.

  2. Present the concept of cockpit organization as a system: Explain that professional pilots think of the cockpit as having zones—immediate access zone, frequent access zone, secured storage zone. Draw or demonstrate these zones in a typical helicopter cockpit configuration.

  3. Demonstrate proper kneeboard organization: Show how to arrange the current chart, navigation log, and checklist on a kneeboard for logical flow. Demonstrate the proper strap tension—tight enough to prevent shifting, loose enough for comfort. Show how to flip pages without releasing controls.

  4. Explain and demonstrate EFB mounting and use: Install an EFB device in multiple positions and discuss pros/cons of each location. Demonstrate the difference between a secure mount and an inadequate mount by applying typical control movements. Show how to adjust brightness for various lighting conditions. Discuss backup power and backup navigation requirements.

  5. Conduct a “negative example” demonstration: Show a cluttered, disorganized cockpit setup with loose items, expired charts, dead batteries, and poorly mounted devices. Have the student identify hazards and problems. Then demonstrate the correct setup with everything properly secured and organized.

  6. Walk through sterile cockpit discipline verbally: Explain the origin of sterile cockpit rules in 14 CFR 121.542 and how professional pilots apply this discipline. Define critical phases of flight for helicopter operations. Discuss what conversations or activities are appropriate during each phase.

  7. Demonstrate securing techniques: Show various methods for securing items—kneeboard straps, door pocket organizers, zippered pouches, clipboard retention systems. Demonstrate what happens when items are not secured by shaking or tilting surfaces to simulate vibration and maneuvering.

  8. Review risk management scenarios methodically: Present each ACS risk management scenario and facilitate discussion of how poor flight deck management contributes to each risk. Use leading questions: “How could disorganization lead to loss of situational awareness in this situation?” Guide the student to the correct conclusions.

  9. Discuss FOD (Foreign Object Debris) prevention: Explain how loose items in a helicopter can become jammed in controls. Show where items commonly fall (under seats, near pedals, collective quadrant). Emphasize the pre-flight check for loose items and the in-flight discipline to immediately secure anything that becomes loose.

  10. Explain commercial standards and expectations: Clarify that commercial pilots are held to higher standards of professionalism. Employers, examiners, and passengers expect organized, efficient operations. Demonstrate how good cockpit organization translates to efficient operations (faster turnarounds, fewer delays, better customer service).

  11. Conduct pre-flight setup exercise on the ground: Accompany the student to the helicopter with all materials for the training flight. Observe as the student organizes the cockpit. Provide real-time feedback on placement decisions, security of items, and accessibility. Have the student demonstrate reaching for items without looking while maintaining a forward scan.

  12. Brief in-flight observation criteria: Explain that during the flight, you will be observing cockpit organization, the student’s ability to access items without distraction, adherence to sterile cockpit discipline, and response to any item that becomes loose or disorganized.

  13. During flight, provide real-time coaching: If the student becomes distracted by cockpit items, provide immediate gentle feedback: “Notice you’re heads-down right now—what should you do differently?” If sterile cockpit discipline lapses, use briefing codes like “sterile” to remind without lengthy discussion.

  14. Introduce realistic distractions during cruise flight: With adequate safety margins (altitude, clear of airport environments), introduce minor distractions to test organization: “Your chart just slid off your lap, what do you do?” or “I need you to find the approach frequency for the airport—show me how you’d do that efficiently.”

  15. Observe the student’s response to changing flight phases: Note whether the student appropriately limits cockpit tasks during critical phases (approaching airport, maneuvering, landing) versus using cruise time for organization tasks.

  16. Conduct post-flight critique systematically: Review what worked well in the student’s organization system. Identify specific moments where distraction occurred or sterile cockpit discipline lapsed. Discuss improvements collaboratively: “What would you change about your setup for next time?” Provide positive reinforcement for good practices demonstrated.

Student Actions

  1. Actively participate in scenario discussions: Listen to the CFI’s opening scenario about the chart jamming the pedal and discuss how proper cockpit organization would prevent such situations. Engage with questions about real-world applications.

  2. Observe and take notes during demonstrations: Watch carefully as the CFI demonstrates proper kneeboard setup, EFB mounting, and securing techniques. Ask clarifying questions about techniques that will work for your personal setup and physical characteristics.

  3. Identify hazards in the negative example: When shown the cluttered, disorganized cockpit, actively point out problems: loose items, poor mounting, inaccessible materials, expired publications. Explain why each item represents a hazard.

  4. Practice kneeboard organization on the ground: Using your own kneeboard and materials, organize a sample flight’s worth of documents under CFI observation. Demonstrate the ability to flip pages, write notes, and access information without removing the kneeboard or releasing simulated controls.

  5. Install and adjust your EFB device: If using an EFB, install your tablet or device in the training aircraft using your mounting system. Demonstrate that it is secure through full control movement. Adjust position and brightness to CFI’s satisfaction. Explain your backup power and backup navigation plan.

  6. Organize the cockpit for the training flight: Before engine start, arrange all materials for the training flight following the principles taught. Position charts, navigation log, checklist, fuel calculations, and any other items logically. Ensure everything is secured. Demonstrate reaching for each item while maintaining a forward scan.

  7. Verbalize your organization system: Explain to the CFI where you’ve placed each item and why. Describe your plan for accessing items during different phases of flight. Accept and incorporate CFI feedback on your setup.

  8. Demonstrate sterile cockpit discipline during critical phases: During taxi, takeoff, approach, and landing, limit conversation to essential communications. Avoid non-essential tasks. Focus attention on aircraft control and outside scanning. If you need to perform a cockpit task during a critical phase, verbalize the decision and rationale.

  9. Manage cockpit items during normal flight operations: During the training flight, demonstrate efficient access to charts, navigation data, and communication information without excessive heads-down time. Use cruise segments to accomplish organizational tasks. Avoid cockpit tasks during high-workload phases.

  10. Respond appropriately to distraction scenarios: When the CFI introduces distractions or asks you to locate information, demonstrate proper prioritization: maintain aircraft control first, stabilize the aircraft if necessary, then address the task. Verbalize your decision process: “I’m going to level off and slow down before I search for that frequency.”

  11. Maintain collision avoidance scan while managing items: Show that you can retrieve information or adjust devices while maintaining an appropriate traffic scan. Use brief glances at cockpit materials rather than sustained heads-down periods. Clear visually before and after any heads-down task.

  12. Adapt to changing conditions: If items shift during maneuvering or turbulence, respond appropriately—secure them immediately if safe to do so, or continue the maneuver and secure them afterward. Do not become distracted by minor disorganization during critical phases.

  13. Self-critique your performance: During the flight and in the post-flight debrief, honestly assess moments when you became distracted, lost situational awareness, or violated sterile cockpit discipline. Identify specific improvements you will make to your organization system.

  14. Ask practical questions: Seek advice on specific organizational challenges you face: “I have trouble with chart changes during flight—what’s the best technique?” or “My kneeboard keeps sliding—what strap system works best?”

  15. Demonstrate learning and improvement: On subsequent flights, show that you have incorporated feedback from this lesson. Present an improved cockpit organization system that addresses previously identified weaknesses.

Completion Standards

The lesson is complete when the student demonstrates the knowledge, risk management, and skills required by FAA-S-ACS-16, Area of Operation II, Task B (CH.II.B), as evidenced by the following measurable standards:

Knowledge Standards

The student exhibits satisfactory knowledge by correctly explaining, without assistance:

Risk Management Standards

The student exhibits satisfactory risk management by correctly identifying and explaining mitigation strategies for:

Skill Standards

The student exhibits satisfactory skills by demonstrating the ability to:

Performance is satisfactory when the student consistently maintains an organized, distraction-free cockpit environment throughout all phases of flight, demonstrates professional sterile cockpit discipline, accesses materials efficiently without compromising aircraft control or situational awareness, and exhibits the judgment to prioritize flying tasks over cockpit management tasks during critical phases. Any instance of a loose item interfering with controls, sustained heads-down time during critical phases, or loss of aircraft control during cockpit tasks constitutes unsatisfactory performance requiring additional training.

The student must demonstrate these standards consistently across multiple flights before progressing, as flight deck management is a foundational skill that affects all subsequent training and commercial operations.

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