How Crew Resource Management Makes Flying Safer

Vern Weiss

On December 29, 1972, an Eastern Airlines Lockheed L-1011 with 176 people aboard crashed in Florida’s Everglades only 3 minutes from touching down at Miami International Airport. Three flight crew members, the Captain, First Officer and Flight Engineer became focused on a landing gear indicator light bulb that was not illuminated. As the airplane descended rapidly the three pilots continued to fuss with the indicator lamp. This marked the beginning of a series of horrible aviation accidents in the 1970s involving highly trained, professional flight crews.

The Beginning of Crew Resource Management

Something had to be done and that same year a British aviation psychiatrist and professor, Elwyn Edwards, developed the beginnings of, what originally was called, “Cockpit Resource Management” that since has been expanded. CRM now includes crew members including flight attendants, on or off duty aboard an aircraft as well as others on the ground and today is known as Crew Resource Management. Little by little, Dr. Edwards’ concepts have been built-upon and enhanced culminating in a comprehensive study and proposal by NASA in 1979. The International Civil Aviation Organization (ICAO) has been instrumental in mandating CRM training and vigilance in aviation and has encouraged worldwide government aviation agencies like the FAA to comply with their CRM standards and protocols.

The NASA studies resulted in the belief that the primary cause of aircraft accidents was human errors created from interpersonal communication, leadership and decision-making problems. As defined, Crew Resource Management is a methodology in which the resources of equipment, procedures and people are collectively utilized as needed to safely complete every flying task. The individual components of CRM resources are communications, situational awareness, problem solving, decision making, and teamwork.

How Crew Resource Management Works

You are driving on a busy expressway. The sun is in your eyes. As you attempt to put them on you drop your sunglasses and they slide to the passenger side floor of the car. You should:

  • A. Forget about retrieving your sunglasses and continue driving even though the sun occasionally blinds your vision so your passenger doesn’t think you’re a wimp.
  • B. Pull over on the shoulder to safely retrieve the sunglasses before pulling back onto the busy highway.
  • C. To demonstrate your prowess as a driver, you reach down to the passengers’ side and grab your
    sunglasses.
  • D. You ask your passenger to hand you your sunglasses.

Obviously, answer “D” is best because it allows you to remain focused on control of the vehicle while using someone who is not otherwise busy to complete the task. This example is the essence of what Crew Resource Management is all about.

CRM is not about technical knowledge and the skill of flying an aircraft. It is he interpersonal and cognitive processes of situational awareness, communication, problem solving, decision making and working as a team.

Situational awareness is knowing what is going on around you and recognizing your place in the “big picture.” Walk through any Walmart and you’ll see any number of examples of people who lack situational awareness. As you walk down one aisle suddenly some guy who had stooped down to look at canned prunes stands up and immediately backs into you without looking up first. He had no idea that there could possibly have been anyone behind him even though your grocery cart wheels can be heard for miles around as you approached him. We don’t know where his head was but maybe that’s why he’s buying the prunes.

A flight attendant in the cabin of an airliner with passengersDon’t get me started on those myopic customers walking around glued to their iPhones, although they are great fun to watch when they walk into a clothing rack or knock over a display of ketchup bottles.
Crew Resource Management applies all the resourceful assistance each crew member requires to safely and efficiently perform flight operations. It includes all direct and peripheral personnel. Besides the immediate flight crew, it can include other pilots who are riding as passengers, jump- seaters, flight attendants, mechanics that may be on board; via radio, utilizing air traffic controllers, company dispatchers and pilots of other aircraft. For instance, you hear an aircraft ahead of you report that it flew through a large flock of birds. Use this information for your own benefit. “Old thinking” was that a pilot must be a “super pilot” and be able to do it all without asking for help. Not so. But pilots who are act autonomously and are unwilling to accept outside help tend to make big mistakes.

Crew Resource Management starts with receiving information, analyzing then making it meaningful. From this, analysis of all the choices enables the best decision out of possible alternatives. The consideration of various alternatives should include any available information, knowledge, prior experience, expectation, context, goals and greatest possibility of a successful outcome. There are times when decisions have to be made quickly, such as when an evasive maneuver is necessary to avoid a mid-air collision. In these instances you must fall back on training and procedures. In the example just cited…traffic at 12 o’clock and closing in on you fast, you veer to the right as per the Aeronautical Information Manual. But what if the bonehead closing on you veers the wrong direction and turns left? You must be willing to amend your response now. This is one of those extreme situations that fortunately does not arise very often. Most situations afford enough time to consult the non-flying pilot. There may be considerations that occur to that pilot that you omitted in your decision and the other pilot’s input will make the final decision a better one. Brittle methods practiced for years and unwillingness to consider others’ suggestions and unwillingness to do nothing have been diminished thanks to CRM, which is a giant leap forward in enhanced safety.

What Would You Do?

You’re headed straight for a black cloud. To its left is a blacker one. To your right the clouds are even blacker than the one on your left. Ah! No sweat…do a one-eighty, right? But the front is moving rapidly and has closed off everything behind you. Probably doing nothing and staying on course is one of the choices. Of course, there’s other things that can be tried like changing altitudes (the middle third of a cumulonimbus is usually where the most violent weather is found), slow up so you don’t hit the “potholes” so hard once you’re in the cloud. Ask your non-flying pilot to check on ride reports ahead of you. Maybe the blackest cloud wasn’t all that bad as reported by an aircraft immediately in front of you. What’s the radar show? Turn on your ADF receiver and watch the needle swing. It points to the area of strongest static caused by lightning discharges. Cinch up your seat belt and tell your passengers to do the same. If you have auto-ignition, turn it on. Follow the procedures in the checklist for turbulence and heavy precipitation penetration. And ask you non-flying pilot what he or she thinks. Maybe the non-flying pilot is more skilled at use of the radar than you and can “see” where the passage ahead would be better. Crew Resource Management uses everything at your disposal.

An important component of CRM is use of standardized checklists for normal, abnormal and emergency operations. When pilots start creating impromptu procedures things can turn ugly real fast. Checklists are developed, tested, re-tested, evaluated and authorized from manufacturers and the FAA have worked out the kinks. Obviously, if one pilot starts extemporaneously throwing switches, the other pilot won’t have a clue as to what his partner is attempting to achieve. Checklists. Checklists. Checklists.

A United Airlines airliner taking offLong overdue, awareness of fatigue and workload have fortunately become important considerations the last few years. There are times when the cockpit gets very busy and at those times both pilots should be sharply attentive. Even though one pilot may be listening to, say, the ATIS frequency and not monitoring the active ARTCC frequency, that pilot should continue to monitor that frequency in case something transpires that require urgency in getting back “into the loop.” Even ATC has changed their policies on issuing clearances, recognizing that pilot workload and information retention has its limits. ATC will not issue a clearance with more than 2 numbers at a time. If they want you to turn left to a heading of 160, descend to 4,000 feet and slow to 230 knots, they’ say, “Ercoupe 38 X-ray, turn left heading 1-6-0, descend to 4,000.” You respond with the read back. Then they call you and say, “Ercoupe 28-X-ray slow to 230 knots.”1

As aviation has developed, automation has increasingly become more integrated into the pilot’s world. Flight management systems (FMS) and a myriad of aircraft-specific enhancements like auto-throttles, thrust management systems and FADEC-controlled engines, to name a few, have placed more importance on staying on top of what’s going on. While the civilian perceives automation on an airplane as something that makes less work for pilots, it’s actually the opposite. In fact, automation requires more vigilance than non-automation, so pilots must now be more in a systems management role than switch-and-control manipulation role. This makes it imperative that Crew Resource Management be applied to inputs, outputs, programming and cross-checking of all automatic systems.

Simply stated, Crew Resource Management is two or more people performing as one. Pilots utilizing CRM help each other by filling in any voids when tasks mount up and one person can’t do the job without sacrificing attention to the airplane. As mentioned earlier, CRM involves people other than the pilots as well. An example is approaching an airport with deteriorating weather. One of the pilots could direct his or her attention to switching radio frequencies to get a weather update, however both pilots may be very busy. The ATC controller has access to the same weather information that pilots can get from the ATIS, so why not just key the microphone and say, “Approach (control)…you got the latest weather for Booger International?”

Done.

Personal Experience with Crew Resource Management

Some years ago I was flying with another pilot who consistently demonstrated acute and superb skills. One Monday morning, we took off to start a trip and he seemed uncharacteristically “behind” the airplane. I thought his unusual sloppy and lethargic performance was maybe just that this was a very early morning departure and he “wasn’t awake yet.” Second leg of the trip, he was flying the approach and the profile for an ILS was at glide slope intercept to call for landing gear down and full flaps. Glide slope intercept came and he started to descend which, of course built up speed rapidly. He then started reducing the power to counteract the speed. Something was wrong. I said, “Gary, you ready for the gear and flaps?” Breaking his reverie he responded, “OH! Oh yeah…uh…gear down…uh full flaps…uh… and the before landing checklist.” We completed the approach and landing without further incident. After shutting down the aircraft and putting our other duties behind us I asked him if everything is alright. He said, “Well, no. On Friday my mom passed away and yesterday my dad had a heart attack and died.” Whoa! What was this man doing flying an airplane? We were not in a position where I could initiate a crew change but I did convince him to blow off the rest of the trip when we got back to our domicile and replace him with another crew member. I wish I had known before we had even started that morning so I could have intervened. Knowing the stress he was experiencing, at the very least my CRM observations would have been heightened to watch for mistakes and omissions earlier. The goal of CRM is for two people to act as one well-tuned machine.

My first exposure to CRM was my first job as a whipping-boy/corporate co-pilot in a two-pilot turboprop. The guy I worked for was a jerk. But I sucked-it up because I needed to build flight time if I was going to make a career in aviation. One night he ordered me to get him a cup of coffee. The galley was toward the rear of the passenger cabin so I responded dutifully. Just as I returned with his %&*# cup of coffee we flew into an area of turbulence. I am standing there holding his cup of coffee and he turns to me and barks, “NOT NOW! Do something…GET RID OF IT!” I was not a coffee drinker but the only thing I could think to do as we were getting the you-know-what kicked out of us was to drink the coffee quickly. I wanted to puke. In retrospect perhaps my choice to alleviate the problem created by the captain’s cup filled with coffee in some abstract way was a bit of CRM. I also know that that first cup of coffee I drank lead me to try it again and that now I am a die-hard coffee drinker.

So the moral of the story is Crew Resource Management is beneficial to pilots because it enhances safety and allows us to discover coffee.

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Footnote:

1 – Ercoupe? 230 knots? I’m joking, right?

Sources:

Advisory Circular for Air Operators, “Training Programme for Crew Resource Management,” International Civil Aviation Organization, 2013.

Internet Website: http://www.crewresourcemanagement.net/information-processing/decision-making

Featured Image: Kent Wien

ATP Certification: Is It Really “King of the Hill”?

Wilson Gilliam Jr.

When a pilot opens his or her certificate wallet, the Airline Transport Pilot (ATP) certificate is usually the one on top. It is a diamond on a black cloth. ATP certification is a significant accomplishment, as the requirements for both the written and practical tests are demanding.

I could have used all of that ATP weight shift knowledge when Target Stores hired us to fly tours around the parking lot of a grand opening in Virginia Beach, Virginia. Passengers of all sizes stepped up to be next on board and I (the pilot) just kept waving them on. I do remember politely gesturing for one excited, portly gentleman to move to the back of the group until I had burned off a little more fuel. Every take-off was a running, bumpy, pavement scratching event and the two-seat helicopter strained to clear the rooftop shingles of a nearby apartment complex. That’s the takeoff over 100 foot obstacle problem on the ATP test.

Some professional pilots never venture into ATP training. This could be due to the relatively high costs of flight training and a necessity to generate some income to offset those expenses.
According to the Aircraft Owners and Pilots Association, ATP pilots slightly outnumber those with commercial ratings. This means that nearly fifty-percent of pilots with “for hire” airmen certificates do not have ATP certification.

It’s important to note that an increasing number of employers require the ATP. This requirement seems to be more prevalent in the fixed-wing world. Helicopter operators have a focus on “type of operation” experience but are now beginning to require ATP certification as well. In any case, planning a long-term aviation career without ATP certification could reduce your competitiveness with other job candidates.

Should a pilot attempt ATP training as soon as they are eligible? Of course, this is a personal choice and is regulated by the experience requirements in Federal Air Regulations (FARs), Part 61. ATP training is a definite plus. The route to getting the experience required for certification can be varied. I suggest becoming a CFI/CFII first.

I earned my ATP rotorcraft helicopter rating license well after I had been teaching flight students of various experience levels. In my estimation, both the CFI and the ATP are important for different reasons.

I realized that I didn’t know much about flying until I started providing flight instruction. When an instructor becomes more comfortable in the cockpit, threats to safety stress levels begin to subside and openness to outside stimuli is heightened. Stress creates a narrowing of focus, understanding and reactionary response.

Unnecessary stress in the aircraft can interfere with teacher or student learning. I can remember when I was taking fixed-wing lessons, trying to earn my initial instrument rating in a Beechcraft Sundowner. My instructor had just taken a new pilot position with one of the local commuter airlines. Like many students, I remember having trouble visualizing my position when entering holding patterns. To be honest, all of the VOR radial dialing and cross-checking left me thoroughly confused most of the time. Out of the corner of my foggles, I could see my head shaking instructor. The thought of a new career was apparently blinding my CFII to my primal difficulties with direct, parallel and yes, good old teardrop maneuvers. Stress increases, attention is focused on the threat and the student (me, in this case) doesn’t learn, nearing resignation.

As a new flight instructor gains confidence, aircraft control stressors are reduced and a whole new world of sensory data opens up. The instructor should be prepared for this new experience and realize that that it is an unbelievable learning opportunity. Being able to see most of the flight environment simultaneously permits the new instructor to recognize control input lag versus performance, traffic conflicts and allows some forecast of student accident chain potential.
This is why an experienced flight instructor makes an excellent ATP. A flight instructor combines the developed ability to discern multiple input channels with well-honed aircraft control skills. I contend that simple, point A to B commercial experience counted toward the ATP experience requirements is inferior to comparable hours of dual instruction given. For highly developed situational awareness and control skills, consider becoming a flight instructor prior to training for the ATP.

The additional knowledge gained from ATP training challenges the pilot to think on many different levels at once. The ATP experience is an opportunity for increased situational awareness. Rote learning becomes less prevalent as causal relationships and risk mitigation becomes the norm.
Choosing an experienced and dedicated flight school is another important step in the ATP process. Some of the most proficient students I’ve ever taught started with me with zero experience and became ATP certificate holders. But, they all had one thing in common – they were all flight instructors for at least one year.

ATP certification doesn’t guarantee that you will be a great pilot. Some of the best have never held an ATP. If you decide that the ATP is for you, consider becoming a CFI/CFII first. Absorb your world for a single year and then get your ATP. I think you will find that this approach is within a few degrees of being perfect.

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Featured Image by Jonathan Gross

The Call: The Moment When Your Childhood Dreams Come True

Getting “The Call” After Your Airline Pilot Training

Making it through the airline pilot selection process is an accomplishment but successfully completing your airline pilot training is nothing short of awesome.

Vern Weiss

You’ve been submitting applications to airlines for over a year and reading doom-and-gloom on pilot blogs, which is beginning to work on your mind. If you allow yourself to believe what you’ve read, you’d give up. “How can I ever hope to get called-in for an airline interview with my experience?” “What do they want? Space shuttle proficiency?” Sheesh! Simply stated, they seek candidates who exhibit the basic skills required for training, good character, “fit in,” sound judgment, common sense, a positive attitude, compliant principles and professional behavior. They just want quality individuals and pursue neither Einsteins nor dim-wits.

airline pilot trainingNext Step in Your Airline Pilot Training: The Interview Process

Since the 1980s, the field of personality and psychological testing has exploded in American business and even job applicants for low-level, non-professional/non-career jobs can be required to undergo such assessments. Major passenger and cargo airlines are most prone for this screening. Small and medium-sized companies are more content with simplicity in their processes.

The interview process for most major carriers tends to follow a similar format. Dinky little airlines may whip you through their process in a day or two while majors may drag it out to 4 or 5 days and spread it out over several months.

If the airline is actively recruiting pilots and after you’ve submitted your on-line application you may hear from them between a couple weeks to couple months later. Major airlines now incorporate personality and psychological testing along with their on-line applications. While applying, you will be invited to click a link for their personality test. The Hogan Personality Inventory and MMPI are two such tests and consist of 400+ questions to sniff out “the REAL you.” Questions are carefully designed to minimize your “outsmarting” the test. If you are going to be invited to continue in their process, you’ll probably hear within a month.

When invited for an interview the airline often furnishes a non-revenue pass for travel; but not always. Plan a back-up in case your flight cancels. If you can, try to arrange things to arrive the night before and stay at a nearby hotel if even at your own expense. Being slam-dunked into an interview by traveling on the same day can frazzle you, which you certainly do not want.

The interview usually starts with a welcome presentation by human resources and flight operations management. You’re then whisked away to a personal interview with an HR person. They’ll go over your application, resume and ask those “gotcha”-type job interview questions like, “Have you ever had a conflict with a supervisor?.” If you have and spill your guts, make sure the noose is cinched up tightly around your neck before they pull the lever.

Company Knowledge: Don’t Leave Home Without It!

It is very important to do some homework and research the airline because they’ll find out if you’re interested enough to do it. Learn all you can. Know the CEO’s name, their stock value, number and types of planes, their history et cetera. Internet search news stories about them in the last year. When asked if you know anything about them they don’t want you to rattle-off a memorized spiel but if you can casually work in some fact about them it shows your interest and makes a positive impression. (Interviewer: “Why do you want to fly for us?” You:Blah-blah-blah-blah and I understand you’ve ordered 40 new 737s early this year which underscores this as a solid, growing company.” Interviewer’s Voice Inside His Head: “H-m-m-m, this guy’s on top of things. I won’t bother asking him anymore about the company. And maybe for lunch today, I’ll order pastrami on rye.” Interviewers are human, too.)

airline pilot trainingThe Pilot Board or Panel Interview

Another component is a pilot board or panel interview. Expect from one to five management pilots to pelt you with scripted questions. They’re probing. They want to see if you can think on your feet. They’re sizing up your personality to see if you’re the type they’d like to be paired with inside a cockpit for long hours. They’re sampling the depth of your aviation knowledge. They may ask you questions that they themselves don’t even know the answer to like, “I see you are now flying a Beech Baron. What is the maximum takeoff weight of that airplane?” Not one of them on that panel may be able to answer that question but you’d better be able to or, at least, can act like you do. Also, you can expect “What would you do if…” judgment questions. Think through your response before opening thy mouth. They’ve interviewed hundreds like you so don’t blow smoke.

The pilot board interview may be when your logbooks will be scrutinized so be sure they are up to date. The person thumbing through them might pick out something to ask you about: “I see you flew into O’Hare three years ago. What did you think about that experience?” On any questions try to be positive. They don’t want to hear that you screwed-up making a taxiway turn, gridlocked 35 airplanes behind you that were waiting to take-off and got so stressed out that you never want to go back. “Um..,” the questioner might say, “we fly into O’Hare.” Oops. Cinch up that noose a little tighter.

Instead, answer temperately with something like, “It was fascinating to watch how ATC can move so many aircraft so efficiently.” Spin things with an “up” tone. Of course, there are things that cannot be spun positively like violations or accidents. Be honest because it is assured that they will check your FAA records before hiring you. There’s probably no such thing as putting a “positive spin” on a blemished record but we make our mistakes and then move on. If skeletons are in your closet, anticipate dreaded, tough questions and develop honest, humble answers. Mistakes and mishaps might be “softened” by admitting their value as a profound lesson burned into your head that ensures your never again allowing them to happen.

Not All Airline Pilot Training is in the Cockpit: Written and Medical Exams

There is usually a written examination consisting of aviation knowledge questions. The questions are often multiple choice and true-false and similar to those found on FAA written examinations. Such tests are administered both on-line or in person during the interview process.

Large carriers customarily put you through a medical examination and, of course, all airlines are mandated to test for drugs and alcohol. Smaller airlines are normally content just with your holding an FAA medical certificate. Although it was common practice not too long ago there could be a psychological assessment done by a “shrink.” Major US airlines have moved away from this but some foreign carriers haven’t. In one such interview of mine, I entered the company psychiatrist’s office. In front of his desk was a blue chair and an orange chair. I don’t know if it was true or not but word from the grapevine was that whichever chair you chose somehow mattered. Since I was hired I guess they wanted pilots who choose blue chairs. Sigh.

One Last Piece of Airline Pilot Training: The Simulator Evaluation

The final component is frequently a flight simulator evaluation though the majors are abandoning them. Smaller airlines generally use a contracted simulator center at a nearby pilot school or Part 142 training company. Though many times smaller carriers use simulators emulating small general aviation twin-engine aircraft, large airlines conduct the assessment in a simulator for one of their aircraft types. You may find comfort knowing that they don’t expect a non-trained pilot to fly the simulator as an experienced one should. However what they do expect to see is good instrument scan, judgment, prioritizing skills, planning and corrective action if something goes wrong. The simulator evaluator may run the simulator by remote control while sitting in the right seat and serving as your co-pilot.

Important: Use the simulator evaluator all you can get away with!

Have him/her adjust your power settings, dial radio and navigation frequencies, run checklists, set flaps and landing gear. Don’t feel rushed. When it’s time to set up for an instrument approach, tell the evaluator to take the controls while you familiarize yourself with the approach procedure. It’s not expected that you would know their emergency procedures but if something happens like an engine fire, order your “co-pilot” to run “the appropriate checklist.” You don’t have to know what the checklist is called; they just want to see a pro-active reaction from you. This isn’t a check-ride, it’s an evaluation to see if you possess core abilities to be “trainable.” Do your best, be respectful and gracious, shake hands and exit the simulator on your wobbly knees. Then hope for the best.

Waiting and Fitting In

Each step in the interview process may be separated by days or weeks. The waiting is agonizing although applicants disqualified during any phase are usually notified quickly.

When I arrived to interview for one of the majors I wore a tan coat with brown pants but noticed that every other pilot wore either a dark blue or black suit. I was also the only one with a mustache. Somehow, even with my colossal blunder, I got through that day and, obviously, when getting called back for Phase II, my mustache was gone and my suit was dark blue. Silly? You bet it is! Maybe it wasn’t even noticed by anyone at the airline. But why blow this opportunity by with something that may be interpreted as not fitting in? Airlines are not interested in pilots who hear a different drummer. They want discipline, consistency, and players who fit in with the team.

airline pilot training

They say there’s a pilot shortage but leave out that the jobs with good, solid companies still get plenty of applicants. It’s smaller airlines flying smaller equipment with less pay that seem to be having the pilot shortage. Many small-to-medium sized airlines are overlooked great places to work. Even if you land a job with a company but cannot see yourself there for the long-term, it’s never a wasted effort. The time and experience you acquire will make you that much more attractive to the good, solid medium-sized and major carriers than you are now.

In Conclusion

Airline pilots must continually prove themselves and the first proving of oneself is the pilot selection process. It’s a compliment just being chosen but then your effort continues. Next comes the interview process. Slaloming around the pitfalls and potholes of the interview to be offered a job is deserving of all the gratification you’ll feel. But the job offer is just a gateway allowing you to be trained. Airline pilot training is demanding and challenging and successful completion provides another well-deserved feeling of accomplishment. Then, as a line pilot, you’ll prove yourself through PCs (Pilot Checks), line checks, annual ground school final exams, upgrades or transition training and, of course, your frequent FAA physical. Some pilots scornfully view these checks as a game of chance with its stakes being their jobs. Others see these re-qualifications as only routine renewals for the privilege of having a pretty cool job. Though periodic checking is an ongoing requisite throughout an airline career you’ll come away from each with a sense of professional recognition and satisfaction.

But the most satisfaction comes during your quiet moments of reflection. Each day of flying presents hundreds, maybe, thousands of things, each one requiring a perfect plan, a perfect response and perfect handling by you. It is then that you’ll understand that each day is really a check-ride and those periodic ones become nothing more than routine formalities demonstrating what you know, what you do and what you are every other day.

Get Started With Your Flight Training Today

You can get started today by filling out our online application. If you would like more information, you can call us at (844) 435-9338, or click here to start a live chat with us.

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