Why It’s Time You Get An Operations Manual And What Should Be In It

Editors note: This post was originally published on July 29th, 2019. It has been updated for accuracy and comprehensiveness.

What if there was a way for that contract pilot or a new hire to immediately understand how your company works and what its procedures are? This is where your Flight Operations Manual (FOM) comes in handy. Yet there’s so much more to an FOM. Aside from supporting your organization by formalizing procedures and guidelines, it also helps streamline your operation and assists your team in performing their duties safely. But what goes into an FOM? How customizable can it be? What are the misconceptions that might make operators hesitant to develop one?

What is an OM in aviation?

Referred to in a variety of ways such as Flight Operations, Company Operations or even General Operations Manual, an Operations Manual (OM) is the beating heart of your flight department or organization: it describes the operation, tells people what they need to know to best carry out their duties, it ensures everyone is on the same page thereby improving operational efficiency and safety, and serves as the company handbook.

All employees, contract personnel, and new hires should familiarize themselves with the OM to properly understand the workings of the operation.

Why do you need an Operations Manual?

It May Be Required

Depending on the state of registry of the aircraft and location of the primary business, an OM may be required by your regulatory authority. Additionally, if an operator is seeking third party certification, most programs require an Operations Manual and SMS. For operators that are not required to have an OM, it may still be recommended depending on the size, areas of, and types of operation.

It Can Improve Business Efficiency and Safety

The main advantage of having an OM is that your procedures and policies are formalized by being written down and standardized. The OM helps ensure business continuity for yourself, when contracting personnel, making additions to the team, or when managing staff turnover. Your team will always have a clear idea of what’s expected of them and can reference the manual if questions should arise. Without this standardization, two people might perform the same duty in different ways, which could lead to a efficiency, or worse, safety problem. An OM also helps ensure all personnel are following the same guidance to help prevent misunderstandings.

Check out every day examples of how an operations manual is useful for flight departments, single pilots, FBOs, and UAS/Drone operators in our full Why do you need an Operations Manual? post.

OM myths debunked

Some operators remain skeptical towards an Operations Manual, which is caused by a few common misconceptions.

An OM will make you do extra unnecessary work. While it may be true that in aviation you oftentimes have to fit your processes to a manual, the OM should be written in accordance with what your operation is already doing. What works in your operation is what goes into the manual. If your processes need to change, your OM changes along with them.

An OM will limit your operation. An OM is your core guidance, but it should always include a way to deviate from outlined procedures if necessary. If any situation requires you to sidestep company procedures, that’s OK, as long as you’re still in accordance with applicable regulations. If you find yourself deviating from the manual too often, you might have to reconsider the processes you put in place and determine the root cause of the deviation. The deviation process in your OM can help you do this. You might then implement changes and those changes would in turn be reflected in your OM.

An OM is overly complex. An OM should always reflect the complexity of your operation – that’s why it should be tailor-made to your operation. Working off a borrowed OM or a stock template is not really useful since it will likely include unnecessary procedures or miss elements unique to your operation, making the manual unhelpful.

What should be included in an OM?

While OMs can vary greatly since they are customized to an operation, there are certain elements each OM should cover. We recommend starting with these five sections:

  1. Job Descriptions and Personnel Policies – A description of the roles and responsibilities helps everyone understand what is expected of them. This section should also include company policies (e.g., alcohol consumption, fitness for duty, vacation, personnel conduct, etc.) so as to avoid ambiguity.
  2. Operating Procedures – How the operation works: aircraft, passenger, and crew scheduling; pre-flight procedures (such as planning, fueling, etc.); passenger handling procedures; aircraft SOPs, call-outs, and checklists; flight following protocols, in-flight procedures, and post-flight requirements.
  3. Emergency Procedures – This section should include basic procedures on how to handle in-flight emergencies and procedures for possible accidents and incidents. However, also consider getting a fully customized Emergency Response Plan (ERP) for your organization so your team will be prepared for any incident – in the air and on the ground.
  4. Maintenance Procedures – A description of maintenance documentation and tracking requirements, procedures, and safety programs (e.g., procedures for working alone, use of safety equipment, etc.).
  5. Training – List and describe required and recommended training for all personnel, as well training intervals.

With these five elements, you already have a solid OM to support your operation, but you should also consider including a Safety Management System (SMS). The SMS should also be customized to the size and complexity of your operation. The OM would include the various forms, processes, and components that make sense for your SMS.

Getting a customized FOM

AviationManuals makes creating a customized Operations Manual – with SMS included – really easy. Bringing together our knowledge from working with thousands of operators, combined with regulatory sources, industry best practices, IS-BAO, and more, we can work with you to build a manual that reflects the needs of your particular operation. All we need is for you to complete a simple questionnaire and provide any existing policies and procedures you may already have.  We’ll do the rest. Sounds easy right? It is. Any questions? Don’t hesitate to reach out.

Why You Need an Operations Manual

At the heart of your organization, an Operations Manual (OM) describes your operation and acts as the go to resource to ensure everyone on your team can operate safely and efficiently together.  Known by a variety of names such as Flight, Company or General Operations Manual, a quality OM can improve everything from streamlining processes to onboarding new employees.

An Operations Manual May Be Required

Depending on the state of registry of the aircraft and location of the primary business, an OM may be required by the relevant regulatory authorities. Additionally, even for operators that are not required to have an OM, it may still be recommended depending on areas and types of operation.  A few examples are as follows:

  • Part NCC operators – Required, regardless of number of pilots. Part NCC can also apply to single-pilot aircraft.
  • Bermuda-registered operators (OTAR Part 125) – Required, regardless of pilot count.
  • FAA-registered operators
    • Part 135 – Required
    • Part 91 – Strongly recommended
  • Operators following a third party standard (e.g., IS-BAH, AUVSI Top Certification, etc.) – Required

It Can Improve Business Efficiency and Safety

The main advantage of having an OM is that your procedures and policies are formalized and standardized by being consolidated in one manual . The OM helps ensure business continuity for yourself, when contracting personnel, making additions to the team, or even helping with staff turnover. It will always be clear to the team what’s expected of them since they can reference the manual if questions should arise. Without this standardization, two people might perform the same duty in different ways, which could lead to efficiency, or worse, safety problems. An OM can also help ensure all personnel are following the same guidance to prevent misunderstandings.

Operations Manual for Single-pilot Operators

As a single-pilot operator, it’s easier to “bend” the rules for yourself. When you are flying with someone else, the other person can tell you if you’re deviating from procedures, but when you’re alone, it’s more difficult to realize this may be happening. Having an Operations Manual (OM) can help set boundaries and encourages you to stick to the rules. An OM can become a checklist, and you can track how many times you deviate from the manual. If this happens too often, you can self-check your operation, analyze risks, and adjust what you are doing accordingly.

Every day examples:

  • Simplify Maintenance
    As a single pilot operator, it’s unlikely you would be doing your own maintenance or have an in-house team. If you are working with contract maintenance then the OM can be used to inform any Approved Maintenance Organization (AMO) working on the aircraft of what you expect in terms of maintenance. This might typically be done by giving them a copy of the maintenance control system.
  • Show Commitment to Safety
    Having an OM with an SMS that is appropriate for a single pilot operation can help you demonstrate to your passengers your commitment to safety and ensuring professional standards of service.

Operations Manual for FBO Operators

Standardizing policies and procedures in one document will provide your team with a resource to use when they have questions about what is expected of them or how to perform a task. This is particularly useful if you have seasonal employees, temp/contract workers, or certain roles with higher turn-over. Standardization also encourages safety and helps maintain customer service levels since personnel will be performing tasks in a consistent way.

Every day examples:

  • Ensure Customer Service
    There are many different customers passing through an FBO on any given day. Some you may see regularly and others only once. Formalizing the expected procedures across your entire team will ensure everyone is operating the same way and in return your customers will always be getting the same experience every time they visit your facilities.
  • Establish Emergency Response
    Depending on the operation it may or may not be best to have a standalone Emergency Response Plan. For those operations where a separate ERP doesn’t make sense, the OM will commonly contain a basic Emergency Response Plan to be used when responding to a variety of emergencies. If you are wondering how Covid-19 and the pandemic response has impacted this, check out our whitepaper.
  • Streamline Training and On-boarding
    From ground personnel to administrative staff, as you bring on new employees, contractors, or move personnel from one department to another, the OM can be used as the basis for training. The manual should cover items like ground support equipment, security procedures, SMS, and both ramp and facility operations.

Operations Manual for Drone Operators

Most drone departments are either still young or likely just getting started, so it’s even more important to have a documented standard for operating to ensure improved safety. The OM will give you and your teams guidance for areas such as safety, mission operations, emergencies, training, maintenance, and security. Formalizing procedures is also advantageous when competing for contracts, since it can be used as evidence that the department is going above and beyond to ensure jobs are done safely, effectively, and to a consistent level of quality.

Every day examples:

  • Demonstrate Safety
    It is becoming more and more common that commercial drone operators prove they are operating to a minimum safety standard. An OM with SMS is a common requirement for third-party audit standards.
  • Ensure Consistency Across a Variety of Missions
    Your crews may be operating different types of missions and/or in different operating environments. Where and what they are doing may change on a rotating basis or each day. Documenting procedures for operations based on location and mission should ensure they have a preflight resource they can consult to review procedural and safety requirements.

Operations Manual for Larger Operations

Having an OM for larger operations is especially useful in getting everyone on the same page. For a large group of people, it’s easier to have standardized procedures in place, particularly when team members are rarely together in the same location. An OM also helps decrease complexity during onboarding and offboarding.

The OM can be critical when operating different aircraft types or for different types of missions, as it should contain SOPs unique to each aircraft and mission. Additionally, in cases when it is appropriate, differences in scheduling, duty times, training, and security guidance should also be outlined.  Some operators go so far as to have a separate Operating Procedures section for each aircraft or mission type so they are clearly different with little to no overlap.

Every day examples:

  • Simplify Infrequently Used Processes
    It can be hard to remember exactly what you need to do for things you don’t do regularly or only do once a year. Documenting these important processes, such as PIC upgrade requirements, crew training requirements, aircraft parts handling, etc. will give you an easy to follow checklist without having to go back and dig through past records.
  • Allow Your Team to be More Efficient
    All kinds of new situations are likely to pop-up for your team during their day-to-day. Describing procedures for specific scenarios, such as what circumstances require a FRAT or MRAT to be used, or the requirements to fly into an airport that is particularly risky, small, etc., will ensure the guidance they need is always readily available.

Getting a Customized Operations Manual

AviationManuals makes creating a customized Operations Manual – with SMS included – really easy. Bringing together our knowledge from working with thousands of operators, combined with regulatory sources, industry best practices, IS-BAO, AUVSI Top Program, and more, we can work with you to build a manual that reflects the needs of your particular operation. All we need is for you to complete a simple questionnaire and provide any existing policies and procedures you may already have.  We’ll do the rest. Sounds easy right? It is.  Any questions? Don’t hesitate to reach out.

AviationManuals Suggests Updating FBO Operations Manuals for COVID-19 Health Concerns

Also Managing Safety Risks and Updating Emergency Response Plan

Washington, D.C., April 27, 2020 – AviationManuals, the leading provider of digital operations manuals, is providing guidance for properly updating FBO Operations Manuals during the COVID-19 pandemic.

“By now FBO operators should be conscious that everyone’s perceptions and attitudes with regard to risk have changed dramatically,” said AviationManuals CEO Mark Baier. “While it is always important to operate to the highest standards, making customers and employees comfortable in times like these has become paramount due to COVID-19, so we wanted to offer some enhancements people can put in place.”

With the ongoing pandemic, FBOs have hopefully begun examining the policies and procedures they have in place surrounding health and sanitation. AviationManuals, in order to help, is making some recommendations and providing a whitepaper on how to get the process started.

  • Assess policies and procedures in place.
  • Research industry guidance from reputable sources, like the CDC, WHO and NATA.
  • Consult with local airport staff.
  • Focus on personal hygiene.
  • Practice evolving standards for social distancing.
  • Increasing the sanitation schedule.
  • Have workers wear gloves and masks.
  • Let those who can, work from home.
  • Check first aid kits for sufficiency.
  • Include your team in updates and welcome suggestions for compliance.

“In addition, take the opportunity to use your FBO’s Safety Management System to perform risk assessments,” Baier added. “Also, update your FBOs Emergency Response Plan with a particular focus on medical emergencies. With activity down, it’s a great time for dry runs of your ERPs.”

More complete details and a free Whitepaper can be found on the AviationManuals website. AviationManuals also recently outlined COVID-19 procedures for Flight Operations.

AviationManuals supports a client base that operates over 4,500 aircraft worldwide, including 62 Fortune 100 company flight departments. Based in the Washington, D.C. area, the company provides digital operations manuals with update services, as well as SMS software and iPad apps for fixed-wing, rotary-wing, drone operators, and FBOs worldwide. Founded in 1996, the company has produced thousands of manuals.

Products and services include SMS Software, FBO Manuals, Flight/Company Operations Manuals, International Operations and Procedures Manuals, Minimum Equipment Lists, Emergency Response Plans, and Internal Audit Programs, as well as Letters of Authorization (LOA) support for RVSM, Data Link (CPDLC / ADS-C), PBN (RNP-10 / -4, NAT HLA, B-/P-RNAV, and RNP-1), Enhanced Flight Vision Systems (EFVS), and EFBs.

AviationManuals is a member of the National Business Aviation Association (NBAA), International Business Aviation Council (IBAC), and the National Air Transportation Association (NATA). For more information on AviationManuals, go to www.aviationmanuals.com.

Rely on Preparation and Protocol, Not Luck

Why a Flight Manual Is Essential to Your Operation

Golfing legend Ben Hogan is credited for wryly remarking that the more he practiced, the luckier he got. His formula for success was to put in the hard work and follow a diligent regimen to improve and perfect. This certainly applies to aviation, as well.

Operators with the best safety records have formalized processes in order to be prepared for any eventuality and keep passengers and crews safe. They actively pursue risk identification, mitigation and elimination as systematically as top airlines and military flight organizations.

“There is just no substitute for sound, thorough preparation to avoid or cope with foreseeable misfortune,” says author Stephen Coonts in “The Philosophy of Luck,” published in the July/August 1995 issue of Approach magazine.

Playbook for Success

That’s why a Flight Operations Manual is essential for any business aviation operation, whether consisting of 50 pilots or just a two-person outfit. While not mandatory in the U.S., there are countless benefits to having a manual. Like a playbook or employee handbook, a Flight Operations Manual consistently describes internal processes, policies, and standard operating procedures, to keep your team’s eye on the ball.

The Standard Operating Procedures (SOPs) systematically cover crew duties and responsibilities, mission planning requirements and managing passenger expectations. They also detail minimum crew rest and off-duty periods, among other operational elements. This is fundamental to ensure all team members are aligned. It is also essential for legacy, as a manual helps the organization to carry on the same high standards when someone leaves the company and new hires are onboarded.

Tailored for Compliance

Our Flight Operations Manuals are continuously kept up to date in an ever-changing aviation environment, based on best practices and operator/auditor feedback. We work with our customers to develop tailored manuals that reflect their specific operation. Each manual is compliant with all appropriate regulations. We support Part 91, Part NCC, Bermuda, Cayman, Isle of Man and other regulatory authorities. And, to ensure continued compliance, we also support updated IS-BAO protocols every year.

We provide affordable, customized packages for private aircraft operators to comply with new European regulations. Our personalized solutions include a unique International Procedures Manuals update service and General Operations Policies and Procedures. We also tailor our manuals to maintain similarity with our customers’ U.S. operations for improved compatibility and safety.

Isn’t it time to formalize your processes and procedures with a playbook that ensures your entire team is on the same page? We can help equip your organization with a tailored Flight Operations Manual. Get in touch with AviationManuals today.