African Pilot

The discipline to say no!

- by John Zimmerman

The most famous decision pilots make happens before we even get airborne: to go or not to go?

Saying ‘no’ may be stressful when you are on the ground, desperate to fly, but it’s much harder once you are in the air. Call it plan continuati­on bias or get-there-itis; whatever the name, it is a worthy opponent. Two flights over the last few months hammered that point home for me, but they also left me with a question.

Flight One

The weather for this flight was just about perfect and the mission was simple, so it would have been easy to get complacent, but any time I am flying a helicopter out of a confined area, I pay attention. That was the mission today: pick up two friends in a Robinson R44 and take them for a ride. The landing site was tight, but not unreasonab­ly so and I had flown out of it many times, so I knew the right procedure. I made an uneventful landing in the grass and loaded everyone in quickly, but as they sat down, I noticed that both my passengers were a little bigger than I remembered.

There goes the margin I build into all weight and balance calculatio­ns, I thought. However, with only three of the four seats filled and a half fuel load, how bad could it be?

Landing spot in grass

Some room to work with, but not much and of course there is always an audience. As I always do, I calculated the maximum take-off power for the day’s conditions (a handy cyclic-mounted placard makes it easy) and picked up into a hover. Unfortunat­ely, that perfect summer weather meant high temperatur­es and very light winds; hardly ideal for a maximum performanc­e take-off. I sensed this flight might be a challenge when it took almost take-off power to hold a hover, but the engine gauges were green so I pulled a little more collective, right up to my maximum manifold pressure. We climbed about 20 feet in the air, but then stopped. I felt the urge to keep pulling the collective to keep the climb going as we were almost clear of the trees! However, the voice of my flight instructor came through loud and clear, so I settled back down on the grass.

I briefly explained the situation to my confused passengers, promising we would make one more attempt to take-off and then give up: “Nothing is wrong and we won’t bend any rules here, but I have one more option.”

That option was to take a running start: if the helicopter can reach about 30 knots, the entire rotor system becomes more efficient and take-off is easier. There was just enough room to give this a try, so I manoeuvred into the back corner of the clearing and pointed the helicopter into what little wind there was. Before making this attempt, I confirmed the maximum manifold pressure number and reminded myself not to deviate from that limit. If it wasn’t going to work, there was no point in forcing it and either harming the engine or bending metal.

After some rather unenthusia­stic accelerati­on, the helicopter made it to 15 knots. Again, we were so close to escaping the hole, but a pessimist might say we were also close to crashing. I quickly aborted the take-off and set the helicopter down. Now my two passengers had moved from confused to worried, and I was a little embarrasse­d as I had an audience watching! Doesn’t one always have an audience when flying a helicopter?

The solution was easy; unload one passenger and give tours one at a time. I had enough fuel and it meant more flying for me, so this wasn’t much of a sacrifice and yet I had a nagging feeling that I had failed in my mission. No matter that it was an unimportan­t flight and purely

for fun; I had signed up to fly a couple and I didn’t do it. Fortunatel­y, that disappoint­ment was offset by some degree of pride that I had stuck to my guns and said ‘no!’

Flight Two

The second flight, an IFR cross-country in a Cirrus SR22, was at the other end of the general aviation spectrum, but it led to a similar decision. This was supposed to be an ideal mission for a light airplane: take the family on vacation and turn a five-hour drive into a one-hour flight. The weather wasn’t great, but we managed to weave our way around the afternoon thundersto­rms without any bumps. Nearing our destinatio­n, a private airport with no instrument approaches, it was obvious that the forecast of scattered clouds was off. Instead of VFR conditions, we were greeted by a solid layer of clouds from roughly 500 to 3000 feet AGL.

Faced with unbroken clouds and no approach, I made the smart decision to divert to my alternate right away. Since this area does not have very good radar coverage, I was cleared for the full approach, including a procedure turn. As I was outbound on the procedure turn, still above the clouds, I switched the #2 radio to my original destinatio­n’s CTAF. I thought I might be able to tell my friend, who I was supposed to meet upon arrival, that I was diverting to an airport about 40 minutes away. Sure enough, he was carrying a hand-held radio, as all good aviation enthusiast­s do and he heard me.

Clouds off wing

The clouds are thin, but where is the hole? Then came the trap. He replied, “Do whatever you need to do, but there’s a big hole in the clouds over the airport.” It sure didn’t look like that to me, but I had to confess I hadn’t flown over the airport and he was a pilot – maybe it was worth a look? I asked ATC to hit pause on the instrument approach whilst I detoured over my filed destinatio­n.

A couple minutes later, my friend was back on the radio: “I can hear you right overhead, can you see the runway?” The clouds were thin and there were occasional breaks in the layer, but I couldn’t honestly say I saw a hole that I could descend through. I had flown into this airport many times before, so I knew there was lower terrain south of the airport. Given the thinner clouds, maybe I should drop down under the scud and find my way to the runway? After all, I had a good GPS and a terrain map…

I am still here to write this article so it should be obvious that I dismissed this foolish idea. After one circle over the airport, I went back to my original plan and shot the approach to my alternate. Even still, there was one final trap. I broke out of the clouds on the instrument approach higher than expected, about 700 feet AGL, tempting me to turn left and scud run to my friend’s airport. It would have been legal, but it would not have been safe, especially given the rolling hills in the area.

Once again, discipline saved me from making a mistake. I had briefed myself before starting the approach and had decided that if I was not out of the clouds by 1500 feet AGL I would not divert under any circumstan­ces. I stuck to that plan, made an uneventful landing and enjoyed some small-town hospitalit­y whilst I waited for ground transporta­tion to show up. We arrived two hours late at our destinatio­n, but otherwise unbothered. The journey beat driving, but only just!

The question: why?

Both of these flights failed in their stated mission, but I consider them both to be smashing successes. I resisted the strong urge to cut corners and accepted some minor inconvenie­nce in order to stay safe. I’m not looking for an award here, because I suspect most pilots would have made the same decisions and the inconvenie­nce was incredibly minor in both cases, but I am curious as to why I was able to say ‘no’ both times. When do we as pilots find the will to do the right thing and when do we succumb to temptation and break the rules? I honestly don’t know the answer, but I’ve considered four theories.

A Pilot in Command (PIC) mindset. I had passengers on both flights, but none of them were pilots. It was obvious that I was the only person who was going to make a decision about the safety of the flight. If I would have had another pilot on board, I would like to think the decisions would have been the same, but we have to admit that the atmosphere changes in such cases, especially when that other pilot is more experience­d than you. In fact, I was close to ceding my status as pilot in command to my friend on the ground on flight two. The lesson is to decide who is in charge before the airplane ever leaves the ground, be quite explicit about it if need be and then play the part. ‘In command’ is the key part of the phrase.

Experience. It’s hard to describe quite why, but after 25 years of flying, I am no longer trying ‘to prove I belong,’ as one pilot described it recently. I don’t know many pilots who would think less of me for doing the safe thing anyway, but I honestly don’t care if they do. Building that confidence requires some level of experience, but as an aviation community we could do more to encourage it amongst new pilots. You really don’t have to earn your seat at the table with tales of narrowly averted disasters.

Personal minimums

The concept of a personal minimum (different than the bare bones FARs) is popular amongst safety advocates, but it’s only worthwhile if it is religiousl­y adhered to. Some pilots see that as a problem, but to me it’s actually easier; 100% compliance is easier than 98%. In the case of the helicopter flight, my rule is to never exceed max take-off power; unless I am being shot at, there is simply no reason to even consider it (this is easier to do in a helicopter than you might think; maximum power for the day might be an inch or two below redline). Likewise, in the Cirrus I had decided on my minimum circling altitude before I ever started the approach. Crucially, these minimums are a binary for me: yes or no decisions. “If I am not in VFR conditions at 1500 feet, I am not diverting to the VFR-only airport.”There are no exceptions, mitigating factors, or analysis to be done.

Always have an ‘out.’ On both of my flights, it was easier to do the right thing because I had attractive alternativ­es. That involves two parts, one obvious and another less so. The obvious part is to always have an ‘out,’ a famous aviation rule that deserves its notoriety. It was easy to dismiss the scud running idea in the Cirrus because I had filed and briefed an alternate airport that was close by; this was a legitimate option, not just a box that had been checked. Equally important is an attitude of mental flexibilit­y, acknowledg­ing that there are often multiple alternativ­es. In the helicopter, I could have certainly just dropped off the passengers and flown home. However, there were clearly other ideas, including taking one passenger at a time, picking them up at a nearby field with much more space, or waiting for the temperatur­e to cool off. The lesson is to not get tunnel vision when ‘Plan A’ doesn’t work.

Whilst all four of these factors help us make the tough decision to say ‘no,’ they hardly feel like the complete answer. What do you think? What helps you make a safe decision?

 ??  ?? Cirrus SR 22 Pilots spend a lot of time talking about decisionma­king and for good reason. Personal flying, even in a basic VFR airplane, has more to do with mental skills than physical skills. Yes, for all the angst about eroding stick and rudder ability, most of the fatal accidents in general aviation are still caused by bad decisions.
Cirrus SR 22 Pilots spend a lot of time talking about decisionma­king and for good reason. Personal flying, even in a basic VFR airplane, has more to do with mental skills than physical skills. Yes, for all the angst about eroding stick and rudder ability, most of the fatal accidents in general aviation are still caused by bad decisions.
 ??  ?? Robinson R44 helicopter
Robinson R44 helicopter

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