Instrument Rating Cross Country Flight Planning Lesson Plan
Instrument Rating (Airplane) • ACS Area I, Task C
The Instrument Rating (Airplane) Cross-Country Flight Planning covers the knowledge, risk management, and skills associated with planning an IFR cross-country and filing an IFR flight plan.
Introduction
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Schedule
Topic:Time:Attention/Motivator:0:05Part 1, Lesson Introduction:0:10Part 2, Route Planning:0:35Part 3, Altitude Selection:0:20Part 4, Flight-Planning Calculations:0:35Part 5, IFR Flight Plan:0:20Part 6, Risk Management:0:30Part 7, Practical Planning Scenario:0:45Part 8, Lesson Conclusion:0:10Remotivation/Closure:0:05Total Ground Time:0:00
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Attention Getter:
- Research and present a mishap case study:
- Discuss how the initial conditions developed into an incident, accident, or mishap.
- Relate similar personal experiences involving the same type of event.
- Consider incorporating a case study as a guided scenario.
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Motivator:
- Flight planning is the process through which a pilot prepares for an upcoming flight.
- Although often associated with completing a navigation log for a cross-country flight, flight planning is necessary for every flight.
- Effective IFR (Instrument Flight Rules) planning integrates route, altitude, weather, aircraft performance, fuel, procedures, and contingencies.
- If forecast wind information is unavailable, use an appropriately conservative planning assumption and reassess before departure.
- Pilots choose a route and altitude based on regulatory, operational, weather, terrain, performance, and risk considerations.
- Flight planning is the process through which a pilot prepares for an upcoming flight.
Materials
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Required Materials:
- Writing instrument (pen, marker, etc.).
- Writing surface (paper, whiteboard, etc.).
- Pilot Operating Handbook.
- Electronic Flight Bag.
- Internet connection (computer, tablet, smartphone, etc.).
- Notices to Airmen (NOTAMs).
- Phone.
- Access to FSS (Flight Service Station).
- Current IFR en route charts and Terminal Procedures Publications.
- Current Chart Supplement U.S.
- Navigation flight log.
- Flight Plan form (FAA Form 7233-4).
- Airman Certification Standards.
- Student jacket.
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Optional Materials:
- Personal Weather Minimums Worksheet.
- Instructor endorsement log.
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Reference Materials:
- Flight Planning Supplement.
- Visual Scanning and Collision Avoidance Supplement.
- Aviation Fuel Planning Supplement.
- Fitness for Flight Supplement.
- Aeronautical Decision Making Supplement.
- Diversions Supplement.
- Instructor Endorsement Log.
- National Airspace System Supplement.
- Preflight Briefing Supplement.
- Performance Calculations Supplement.
- Notices to Airmen Supplement.
- Chart Supplement U.S. Supplement.
- Use of Electronic Flight Bags Supplement.
- Ground Procedures Supplement.
- Visual Flight Rules (VFR) and IFR Flight Plans Supplement.
- Federal Aviation Regulations Part 91.
- Aeronautical Information Manual.
- Chart Supplements.
- Risk Management Handbook.
- Airplane Flying Handbook.
- Instrument Flying Handbook.
- Instrument Procedures Handbook.
- Pilot Handbook of Aeronautical Knowledge.
- NOTAMs.
- Navigation Charts Supplement.
- Special Use Airspace Supplement.
- Airways and Route Course Change Supplement.
- Navigation and Flight Planning Supplement.
Instructor Actions
- Before the lesson, review the reference materials, select a realistic IFR cross-country assignment, and confirm that current charts, weather information, aircraft data, and flight-planning resources are available.
- Part 1, Lesson Introduction:
- Present the attention getter and motivator.
- State the lesson objective, explain how the planning exercise will be evaluated, and review the applicable Airman Certification Standards (ACS).
- Ask the learner to describe the planning process they currently use and identify any areas that require additional instruction.
- Part 2, Route Planning:
- Develop a practical IFR route with the learner and have them explain how each available source affects the proposed flight. (IR.I.C.K1) (IR.I.C.K1a) (IR.I.C.K1b) (IR.I.C.K1c) (IR.I.C.K1d) (IR.I.C.K1e) (IR.I.C.K1f) (IR.I.C.K1g) (IR.I.C.K1h)
- Compare direct routing, airways, preferred routes, and available navigational facilities.
- Account for airspace, including special use airspace, and identify any operational restrictions.
- Select suitable destination and alternate airports.
- Correlate current IFR en route charts, Chart Supplements, NOTAMs, and the applicable Terminal Procedures Publications (TPP), including departure, arrival, and approach procedures.
- Have the learner defend the route in terms of efficiency, workload, weather, terrain, available approaches, and practical diversion options.
- Develop a practical IFR route with the learner and have them explain how each available source affects the proposed flight. (IR.I.C.K1) (IR.I.C.K1a) (IR.I.C.K1b) (IR.I.C.K1c) (IR.I.C.K1d) (IR.I.C.K1e) (IR.I.C.K1f) (IR.I.C.K1g) (IR.I.C.K1h)
- Part 3, Altitude Selection:
- Have the learner select and justify an IFR altitude that is both legal and operationally sound. (IR.I.C.K2)
- Apply the applicable MEA, MOCA, OROCA, MCA, MRA, and maximum authorized altitude information.
- Balance terrain and obstacle clearance with winds aloft, aircraft performance, oxygen requirements, glide capability, and access to suitable airports.
- Use guided questioning to have the learner explain how departure, arrival, icing, turbulence, and weather conditions could change the selected altitude.
- Have the learner select and justify an IFR altitude that is both legal and operationally sound. (IR.I.C.K2)
- Part 4, Flight-Planning Calculations:
- Guide the learner through the flight-planning calculations, then require them to verify that the results agree with the proposed route and aircraft performance. (IR.I.C.K3) (IR.I.C.K3a) (IR.I.C.K3b) (IR.I.C.K3c)
- Calculate climb and descent performance, course, distance, heading, true airspeed, groundspeed, and time en route.
- Determine the estimated time of arrival (ETA) and convert time correctly to coordinated universal time (UTC).
- Calculate fuel requirements, including start, taxi, climb, cruise, approach, alternate, reserve, and a realistic contingency allowance.
- Check each result for reasonableness rather than relying solely on an electronic planning application.
- Guide the learner through the flight-planning calculations, then require them to verify that the results agree with the proposed route and aircraft performance. (IR.I.C.K3) (IR.I.C.K3a) (IR.I.C.K3b) (IR.I.C.K3c)
- Part 5, IFR Flight Plan:
- Use retrieval questioning to have the learner explain the IFR flight-plan elements in the context of the assigned flight, emphasizing accurate entries and operationally useful remarks. (IR.I.C.K4)
- Use an aircraft- or scenario-specific example, then have the learner explain the procedures for filing an IFR flight plan and activating and closing it. (IR.I.C.K5)
- Have the learner complete the navigation plan and simulate filing the IFR flight plan; correct errors through guided questioning. (IR.I.C.S3)
- Part 6, Risk Management:
- Use the completed plan to conduct a structured risk review. Ask the learner to identify the most significant hazards, explain their effect on the flight, and propose specific mitigations before making a go/no-go decision.
- Assess pilot readiness, instrument proficiency, recent experience, fatigue, and health. (IR.I.C.R1)
- Confirm the aircraft's airworthiness, equipment, limitations, performance, loading, fuel capacity, and suitability for the flight. (IR.I.C.R2)
- Evaluate weather, airports, airspace, terrain, obstacles, and realistic diversion options. (IR.I.C.R3)
- Identify external pressures and establish conditions that would require delaying, diverting, or canceling the flight. (IR.I.C.R4)
- Clarify the limitations of ATC services and the pilot's continuing responsibility for terrain, weather, and traffic avoidance. (IR.I.C.R5)
- Identify the limitations of electronic planning applications and require independent verification of critical information. (IR.I.C.R6)
- Test the fuel plan against delays, reroutes, holds, a missed approach, use of the alternate, and other foreseeable contingencies. (IR.I.C.R7)
- Use the completed plan to conduct a structured risk review. Ask the learner to identify the most significant hazards, explain their effect on the flight, and propose specific mitigations before making a go/no-go decision.
- Part 7, Practical Planning Scenario:
- Have the learner present the completed IFR cross-country as a preflight briefing. Require them to explain and defend the route, altitude, destination and alternate, performance assumptions, time and fuel calculations, weight and balance, and risk controls using current information. (IR.I.C.S1)
- Introduce a realistic change—such as a delay, reroute, hold, missed approach, worsening weather, or diversion—and have the learner revise the plan, recalculate fuel, and determine whether the flight remains acceptable. (IR.I.C.S2)
- Ask the learner to brief the applicable departure, en route, arrival, and approach procedures directly from current charts. (IR.I.C.S4)
- Present a contamination or airframe-icing scenario and have the learner explain the performance consequences and appropriate corrective actions for each affected phase of flight. (IR.I.C.S5)
- Require the learner to identify and apply pertinent information from current charts, Chart Supplements, Notices to Airmen (NOTAMs), and other flight publications without prompting. (IR.I.C.S6)
- Complete the guided scenario, using follow-up questions to evaluate judgment, planning discipline, and mastery of the applicable Task I.C elements.
- Part 8, Lesson Conclusion:
- Review the learner's planning strengths, errors, risk-management decisions, and any items requiring additional practice.
- Tie the lesson to previous training and explain how the completed plan will support subsequent instrument lessons (law of readiness).
- Present the remotivation, deliver the closure, and assign appropriate follow-on study or practice.
- Confirm the learner understands the actions required before the next lesson.
- Update instructor endorsement records and the student's jacket, as required.
Guided Scenario(s)
- Assign an IFR cross-country using current weather and an aircraft appropriate to the learner's training.
- Require the learner to prepare and explain:
- The proposed route, navigational facilities, airspace, preferred routes, destination, alternate, en route charts, Chart Supplements, NOTAMs, and applicable terminal procedures.
- The selected altitude, including terrain, obstacles, glide distance, IFR cruising altitude, wind, oxygen, and aircraft-performance considerations.
- Time, climb and descent performance, course, distance, heading, true airspeed, groundspeed, ETA in UTC, fuel requirements, reserves, and weight and balance.
- The completed IFR flight plan and procedures for filing, activating, and closing it.
- A PAVE-based risk analysis addressing the pilot, aircraft, environment, external pressures, ATC (Air Traffic Control) limitations, electronic-planning limitations, and fuel.
- Introduce an en route delay, reroute, hold, missed approach, deteriorating weather condition, or diversion and require the learner to recalculate fuel and reassess the flight.
- Require interpretation of applicable departure, arrival, en route, and approach procedures and application of current charts, Chart Supplements, NOTAMs, and other flight publications.
- Present simulated airframe icing and require the learner to identify its effects and appropriate corrective actions.
Student Actions
- Complete the assigned readings (see content above).
- Review AOPA's Beyond Proficient: IFR Series, selecting the segment applicable to this lesson.
- Ask pertinent questions.
- Perform self-assessment, including fitness for flight and personal minimums, as appropriate.
- Prepare, present, and explain the assigned IFR cross-country plan using current information.
- Complete the IFR navigation log, flight plan, performance calculations, risk analysis, and required publications review.
- Respond to the assigned contingency by recalculating fuel and revising the plan.
- Make and defend an appropriate go/no-go decision.
Airman Certification Standards
Instrument Rating (Airplane) Cross-Country Flight Planning Airman Certification Standards
- Objective: To determine whether the applicant exhibits satisfactory knowledge, risk management, and skills associated with planning an IFR cross-country and filing an IFR flight plan.
- Note: Preparation, presentation, and explanation of a computer-generated flight plan is an acceptable option.
- References: 14 CFR part 91; AIM; Chart Supplements; FAA-H-8083-2 (Risk Management Handbook), FAA-H-8083-3 (Airplane Flying Handbook), FAA-H-8083-15, FAA-H-8083-16, FAA-H-8083-25 (Pilot Handbook of Aeronautical Knowledge); IFR Enroute Charts; NOTAMs; IFR Navigation Charts.
Knowledge 5 ACS Elements
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IR.I.C.K1: Route planning, including consideration of:.-
IR.I.C.K1b: -
IR.I.C.K1c: -
IR.I.C.K1d: -
IR.I.C.K1e: Enroute charts. -
IR.I.C.K1f: -
IR.I.C.K1g: -
IR.I.C.K1h: Terminal Procedures Publications (TPP).
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IR.I.C.K2: Altitude selection accounting for terrain and obstacles, glide distance of airplane, IFR cruising altitudes, effect of wind, and oxygen requirements. -
IR.I.C.K3: Calculating:.-
IR.I.C.K3a: Time, climb and descent rates, course, distance, heading, true airspeed, and groundspeed. -
IR.I.C.K3b: Estimated time of arrival to include conversion to universal coordinated time (UTC). -
IR.I.C.K3c: Fuel requirements, including reserve.
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IR.I.C.K4: -
IR.I.C.K5: Procedures for activating and closing an IFR flight plan in controlled and uncontrolled airspace.
Risk Management 7 ACS Elements
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IR.I.C.R1: -
IR.I.C.R2: -
IR.I.C.R3: Environment (e.g., weather, airports, airspace, terrain, obstacles). -
IR.I.C.R4: External pressures. -
IR.I.C.R5: Limitations of air traffic control (ATC) services. -
IR.I.C.R6: Limitations of electronic planning applications and programs. -
IR.I.C.R7:
Skills 6 ACS Elements
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IR.I.C.S1: Prepare, present, and explain a cross-country flight plan assigned by the evaluator including a risk analysis based on real time weather, which includes calculating time en route and fuel considering factors such as power settings, operating altitude, wind, fuel reserve requirements, and weight and balance requirements. -
IR.I.C.S2: Recalculate fuel reserves based on a scenario provided by the evaluator. -
IR.I.C.S4: Interpret departure, arrival, en route, and approach procedures with reference to appropriate and current charts. -
IR.I.C.S5: Recognize simulated wing contamination due to airframe icing and demonstrate knowledge of the adverse effects of airframe icing during pre-takeoff, takeoff, cruise, and landing phases of flight as well as the corrective actions. -
IR.I.C.S6: Apply pertinent information from appropriate and current aeronautical charts, Chart Supplements; Notices to Airmen (NOTAMs) relative to airport, runway and taxiway closures; and other flight publications.
Conclusion
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Re-Motivation:
- IFR cross-country planning integrates weather, route, altitude, aircraft performance, fuel, procedures, and risk management into one defensible operational plan.
- A complete plan provides alternatives before changing conditions, delays, equipment limitations, or external pressures increase workload.
- Continued planning practice prepares instrument pilots to recognize deteriorating margins early and revise or discontinue a flight safely.
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Closure:
- Review the learner's planning strengths, deficiencies, risk controls, and recommended follow-on study.
- Assign study materials for the next lesson.