Fast FKG 2.0
Fast FKG 2.0
Fast FKG 2.0
Version 2.0
2 Version 2.0
INTRODUCTION
T he Formation And Safety Team (FAST) was formed in
1995 to develope, and codify standards for formation
f lying throughout the warbird community. SInce that
NOMENCLATURE
Several conventions have been used throughout this man-
ual. The terms he, him, his, and himself are used in a ge-
time, FAST has expanded to 18 signatories and includes a
neric sense and apply to all individuals, male or female,
wide variety of aircraft.
without bias or prejudice.
This manual contains all the formation fundamentals in-
The terms Lead, leader, f light leader, #1, and lead pilot are
cluding:
used interchangeably—all these terms refer to the same
• Wingman procedures and techniques individual—the pilot in command responsible for leading
an individual formation.
• Operating procedures
• Contingency procedures COPYRIGHT
The material contained in this manual was derived from
• Comm procedures and techniques, hand signals, and the United States military formation training protocols
aircraft signals and, as such, is not copyrighted. Any individual or orga-
FO
RMA
TION PIL
OT
nization is welcomed to copy, adapt and modify the con-
tent of this manual to suit their needs. FAST assumes no
responsibility or liability for the use of this material, in
part or in whole.
FAST
PREFACE
F ormation f light dates back to World War I when the
military began f lying in formation as a means to pro-
vide mutual support in the skies over battlefields. The
to other pilots. The formation student needs to approach
training well prepared, both mentally and physically.
military continued to develop and refine formation con- Being prepared mentally encompasses knowledge of:
cepts over the years and employs these concepts, in all the • Aircraft systems
militaries of the world, to this day.
• Aircraft procedures
The principles presented in this comprehensive formation • Your organization’s standard operating procedures
manual are derived from these same military concepts
• Formation signals (hand, aircraft and radio calls)
and have been adapted to the meet the needs of the civil-
ian aviation community. • Formation protocols, detailed in this manual
Being prepared physically means you are:
The formation concepts presented in this manual are ap-
plicable whether you are interested in f lying with like- • Physically fit for f light
minded pilots in the local area or you want to f ly in the • Hydrated
waivered airspace typically delineated at airshow venues.
Regardless of your motivation, the following priorities • Rested
apply: WINGMAN RESPONSIBILITIES
First—Proficiency/safety Being a good wingman means more than just hanging on
Second—Mutual support Lead’s wing. The wingman is part of a disciplined team,
and with that comes additional responsibilities:
Third—Symmetry/aerial display
• Provide mutual support
STUDENTS • Maintain formation integrity
Formation f lying is a particularly demanding skill set.
You will be f lying in close proximity to other aircraft, so • Assist in mission planning, if requested
an error can ripple through the formation, causing harm • Keep Lead in sight at all times
Formation Fundamentals
Version 2.0 3
• Be aware of departure, enroute and arrival routing so Especially in the formation training environment, there
he can assume the lead, if required is always the potential for a situation to deteriorate rap-
• Monitor Lead for proper configuration and abnormal idly. If this should happen and the instructor recognizes
conditions the need to immediately take command of the aircraft to
prevent a mid-air collision, “the shaker is the taker” pro-
• Assist during abnormals or emergencies, as directed tocol does not apply. The instructor will announce, in a
• Monitor radio communication forceful manner, “I have the aircraft” and the student will
immediately surrender control of the aircraft.
• Trust and follow Lead’s direction
www.flyfast.org
4 Version 2.0
Formation Fundamentals
Version 2.0 5
CONTENTS Chapter 4
2-SHIP MANEUVERS
Wing-Work. . . . . . . . . . . . . . . . . . . . 20
Introduction. . . . . . . . . . . . . . . . 2 Cross-Under. . . . . . . . . . . . . . . . . . . 22
Preface. . . . . . . . . . . . . . . . . . . . . 2 Echelon Turn. . . . . . . . . . . . . . . . . . . 23
Students. . . . . . . . . . . . . . . . . . . . . . 2, 3 Close Trail.. . . . . . . . . . . . . . . . . . . . 24
Wingman Responsibilities. . . . . . . . . . . . . 2 Extended Trail. . . . . . . . . . . . . . . . . . 25
Safety Equipment. . . . . . . . . . . . . . . . . . 3 Tail Chase. . . . . . . . . . . . . . . . . . . . . 27
Demo-Do. . . . . . . . . . . . . . . . . . . . . . 3 Lead Change. . . . . . . . . . . . . . . . . . . 28
Pilot In Command. . . . . . . . . . . . . . . . . 3 Pitch out and Rejoin. . . . . . . . . . . . . . . 29
Transfer of Aircraft Control. . . . . . . . . . . . 3 Straight Ahead Rejoin. . . . . . . . . . . . . . 29
Flight Leader Responsibilities. . . . . . . . . . . 3 Turning Rejoin. . . . . . . . . . . . . . . . . . 30
Situational Awareness. . . . . . . . . . . . . . . 3 Overshoot. . . . . . . . . . . . . . . . . . . . . 33
How to Use this Manual. . . . . . . . . . . . . . 3 Chapter 5
Flight Leaders. . . . . . . . . . . . . . . . . . . . 4 RECOVERY
Flight Instructors. . . . . . . . . . . . . . . . . . 4 Single-Ship, Interval Landing. . . . . . . . . . 35
Warnings, Cautions and Notes.. . . . . . . . . . 4 360° Overhead Pattern. . . . . . . . . . . . . . 35
Gear Check Radio Call. . . . . . . . . . . . . . 37
Table of Contents. . . . . . . . . . . . 5
Hot/Cold Landing. . . . . . . . . . . . . . . . 37
Chapter 1 Staggered Landing. . . . . . . . . . . . . . . . 38
FLIGHT ORGANIZATION Downwind Break. . . . . . . . . . . . . . . . . 38
Terminology. . . . . . . . . . . . . . . . . . . . 8 360° Overhead Go-Around.. . . . . . . . . . . 39
Formation Configurations. . . . . . . . . . . . . 8 Downwind Break Go-Around. . . . . . . . . . 39
Fingertip. . . . . . . . . . . . . . . . . . . . . . 9 Element Landing. . . . . . . . . . . . . . . . . 39
Vic.. . . . . . . . . . . . . . . . . . . . . . . . . 9 Element Go-Around. . . . . . . . . . . . . . . 39
Echelon. . . . . . . . . . . . . . . . . . . . . . 10 Debrief. . . . . . . . . . . . . . . . . . . . . . 40
Trail. . . . . . . . . . . . . . . . . . . . . . . . 10
Diamond. . . . . . . . . . . . . . . . . . . . . 11
Chapter 6
Route. . . . . . . . . . . . . . . . . . . . . . . 12
4-SHIP MANEUVERS
Engine Start. . . . . . . . . . . . . . . . . . . . 41
Phantom Wingman.. . . . . . . . . . . . . . . 13
Taxi. . . . . . . . . . . . . . . . . . . . . . . . 41
Chapter 2 Runway Lineup. . . . . . . . . . . . . . . . . . 41
MAINTAINING POSITION Elements in Trail. . . . . . . . . . . . . . . . . 41
Station Keeping. . . . . . . . . . . . . . . . . . 14 Elements in Offset Trail. . . . . . . . . . . . . 41
Turns in Fingertip. . . . . . . . . . . . . . . . 15 Number 4 in the Slot. . . . . . . . . . . . . . . 41
Turns Into the Wingman. . . . . . . . . . . . . 16 Echelon. . . . . . . . . . . . . . . . . . . . . . 41
Turns Away from the Wingman. . . . . . . . . 16 Takeoff. . . . . . . . . . . . . . . . . . . . . . 42
Echelon Turns (Low-Wing A/C). . . . . . . . . 17 Interval Takeoff. . . . . . . . . . . . . . . . . . 42
Summary. . . . . . . . . . . . . . . . . . . . . 17 Element Takeoff.. . . . . . . . . . . . . . . . . 42
Rejoin After Takeoff. . . . . . . . . . . . . . . 42
Chapter 3 Wing-Work. . . . . . . . . . . . . . . . . . . . 44
START, TAXI, TAKEOFF Cross-Under. . . . . . . . . . . . . . . . . . . 45
Engine Start. . . . . . . . . . . . . . . . . . . . 18
Diamond. . . . . . . . . . . . . . . . . . . . . 47
Taxi. . . . . . . . . . . . . . . . . . . . . . . . 18
Echelon Turn. . . . . . . . . . . . . . . . . . . 48
Takeoff. . . . . . . . . . . . . . . . . . . . . . 18
Close Trail.. . . . . . . . . . . . . . . . . . . . 49
Interval Takeoff. . . . . . . . . . . . . . . . . . 18
Extended Trail. . . . . . . . . . . . . . . . . . 50
Element Takeoff.. . . . . . . . . . . . . . . . . 18
Tail Chase. . . . . . . . . . . . . . . . . . . . . 51
Takeoff Aborts. . . . . . . . . . . . . . . . . . 19
Lead Change. . . . . . . . . . . . . . . . . . . 52
Rejoin After Takeoff. . . . . . . . . . . . . . . 19
Pitch out and Rejoin. . . . . . . . . . . . . . . 54
Straight Ahead Rejoin. . . . . . . . . . . . . . 54
www.flyfast.org
6 Version 2.0
Formation Fundamentals
Version 2.0 7
www.flyfast.org
8 Version 2.0
CHAPTER 1
FLIGHT ORGANIZATION
#1 of two elements, a f light of six is made up of three ele-
2-ship element ments, and so on.
CAUTION
Never put a non-formation qualified or inexperi-
TERMINOLOGY enced pilot in the lead position of a formation.
First, we need to define some of the basic terms we use.
Simply put, any group of more than one aircraft is called
a “f light.” A f light may consist of two aircraft, 16 aircraft
FORMATION CONFIGURATIONS
There are numerous ways to arrange formations, some
or 116 aircraft, all f lying with respect to one another.
becoming very elaborate. A formation may f ly in differ-
Flights are made up of “elements.” An element consists
ent configurations at different times during a f light. The
of a f light leader and a wingman. All f lights are made up
basic formation configurations are fingertip, echelon, and
of elements. There are never more than two aircraft in an
trail. Most other configurations are variations of these.
element. For instance, a f light of four aircraft is made up
Formation Fundamentals
Version 2.0 9
Fingertip Vic
Fingertip is the standard f light configuration. It is so If there is an odd number in the f light, then one of the
named because a 4-ship formation resembles the finger- elements will contain only one aircraft. A 3-ship f light,
tips of your hand when viewed from above. “Fingertip or “Vic,” will normally utilize the concept of a “phantom”
strong left” resembles your left hand; “fingertip strong #4, meaning that in terms of signals and other formation
right,” your right hand. In fingertip, the wing pilot main- protocol, Lead will operate as if there was a #4 on the
tains a bearing line, normally in the 30° to 45° range aft of wing of #3.
Lead, depending on the aircraft type, with slight vertical
spacing from #1, as well as lateral wingtip spacing. The vic, or V, can be extended with the addition of air-
craft in the outboard positions to create a 5-ship vic, for
Formation configuration changes are executed from the instance.
fingertip position. If the f light is in a configuration other
than fingertip, the f light leader will regroup the f light
into fingertip before moving to a new configuration.
#1
5-ship vic
#2 #3
#5 #4
www.flyfast.org
10 Version 2.0
Echelon Trail
Echelon is a configuration where all the wing aircraft are Trail formations are f lown, as the name implies, with the
either to the right (echelon right) or to the left (echelon wing pilots following in trail behind #1. There are two
left), of #1. The aircraft all maintain the same relative po- distinct types of trail formation— extended and tail chase.
sition on the fingertip bearing line, each f lying off the Tail chase can be f lown in close (one ship length) or with
preceding aircraft. Echelon is used in the traffic pattern, a greater interval, as defined by the f light leader. We will
and to position aircraft for pitchouts. Echelon is limiting discuss the differences further in the maneuvers chapter.
in that Lead can only turn away from the f light. We will Extended trail is generally used in situations where great-
explain some other differences later. er maneuverability is desired.
echelon right
#1
#2
#3
#4
#1
#2
Greer W right
#3
l-39za
Formation Fundamentals
Version 2.0 11
Diamond
The diamond is formed when the #4 wingman moves into
the “slot” position, in trail with #1. It is a relatively com-
pact and maneuverable configuration and for this reason
is often used as a building-block to assemble mass forma-
tions.
#1
diamond
#2 #3
#4
www.flyfast.org
12 Version 2.0
#1
3/9 line
#2
be
ari
ng
line
route position
Formation Fundamentals
Version 2.0 13
#1
#2 #3
phantom #4
#1
#3
phantom #2
#4
www.flyfast.org
14 Version 2.0
CHAPTER 2
MAINTAINING POSITION
STATION KEEPING The key to f lying precise, smooth formation can be sum-
marized in two key concepts: recognition and anticipa-
Maintaining position, or “station keeping,” is very chal-
tion. Recognition means recognizing slight motion in re-
lenging. At first, you may wonder why the f light leader
lation to Lead and making small, prompt corrections as
can’t seem to keep his aircraft f lying straight and level
soon as you perceive you are out of position. The easiest
only to discover in the debrief that he was rock-solid the
way to detect motion is by monitoring fixed references on
whole time. As you progress, you will learn to judge rela-
the lead aircraft. Each aircraft type has established refer-
tive motion from the leader and make small, prompt cor-
ences to help you stay in position. By using two points to
rections to stay in position.
triangulate off your reference aircraft, you will be able to
Good formation is the result of recognition, anticipation, detect very small movements. Motion will occur along all
planning, and always striving for the perfect position. three axes. In general, fore and aft spacing is controlled
When you do achieve perfect position, you are in a state of with use of the throttle; vertical position is maintained
equilibrium with the lead aircraft where your relative mo- with the elevator. Lateral spacing is controlled with co-
tion to Lead is unchanging, even while the whole world ordinated use of the ailerons and rudder. Keep your eyes
moves around you in the background. moving; try to avoid becoming fixated on only one refer-
ence and, instead, scan all the references as well as Lead’s
entire aircraft to detect relative motion and changes in
position.
#1
#2 acute
be
ari
ng
line
vi s
ua
l re #2
fer
en
ce
line
position references
#2 sucked
Formation Fundamentals
Version 2.0 15
Anticipation means being ready for what the f light leader rect altitude because, if you are stacked high on Lead and
is going to do next and being prepared to take the appro- he begins a turn into you, it’s likely you will quickly lose
priate action simultaneously with Lead’s action, so as to sight of him. Acquiring the bearing line is important be-
not fall out of position. For example, if you are practicing cause your relative motion to the lead aircraft will always
a lazy-eight maneuver, you can anticipate as Lead turns have the same appearance from that perspective. The only
away from you—you will have to add power and climb to time you would correct for closeness first is if you have
stay “stacked up” in the proper fingertip position. If you wingtip overlap, in which case it becomes critical to get
do not anticipate this maneuver and bring the power in some distance away from Lead before correcting anything
late, you will immediately fall out of position. Here are else. Your instructor will have you practice exercises that
some pointers and techniques that you may find useful: help increase your judgment and teach you the correc-
tions required to get you back into position. Once you be-
• Relax! Just as in basic f lying, you must feel what the come proficient, corrections will be accomplished in one
airplane is telling you. Tension leads to over-control- f luid motion.
ling, which can cause oscillations that are tough to
stop. When f lying in the #4 position, you will f ly in reference
• Trim the airplane. Being out of trim increases fatigue. to #3, your element leader. In fingertip, #3, in turn, main-
tains position on the f light leader. You will be able to see
• Try resting your right arm on your leg to steady your Lead “through” #3, and this will help you anticipate #3’s
hand, this will provide a stationary anchor. movements, but your station keeping will normally be in
• Rest your left hand on either the base of the throttle reference to #3.
TURNS IN FINGERTIP
quadrant or adjacent to the prop lever to gauge move-
ment and reduce over-controlling.
When Lead rolls into a turn, the maneuver will immedi-
This is a simplified way of dividing up the control inputs ately put the wingman out of position unless he antici-
and corrections. Seldom, though, is it that easy. Most of pates and makes the required control inputs. This occurs
the time, corrections will have to be combined. For in- because the wingman is in transition from straight and
stance, if you are low and apply back pressure to move up level f light. Think of straight and level f light as a turn
into position, you will most likely fall behind unless you circle with an infinite radius. When on the leader’s wing,
add power to maintain your airspeed. the wingman is f lying an identical turn circle, f lying the
same distance over time which requires the wingman to
Being behind the fingertip bearing line or aft of station match the leader’s speed. When the leader rolls away from
is referred to as being “sucked,” while being ahead of the the wingman, he will now be f lying a larger turn circle
line is called “acute.” (Memory aid: Being behind sucks than the leader. To stay in position, the wingman will have
while being ahead can be dangerous—or acute). to travel a greater distance over time and will therefore
have to f ly an airspeed faster than the leader. Conversely,
When out of position, correct altitude first, bearing line when the leader rolls into the wingman, he will be f lying a
next, and finally, closeness (A, B, C). It’s important to cor- smaller turn circle than the leader. To stay in position, he
will travel a shorter distance over time and will therefore
#1
www.flyfast.org
16 Version 2.0
#2
#1
have to f ly a slower airspeed than the leader. It is like a turn. The wingman will have to climb and roll to stay in
merry-go-round, where the inside horses are traveling a position on the wing. This will require back pressure to
shorter distance while the outside horses are traveling a move up vertically, and also a sizable power addition lest
longer distance relative to one another. So it will be for he lose airspeed and fall behind. Keep in mind, the wing-
the wingman, depending on whether he is on the inside man is also on the outside of the turn, f lying a larger turn
or outside of the turn. The wing pilot maintains the same circle, and thus must increase airspeed slightly to keep up
relative position while rolling into and out of bank. This with Lead.
means that besides rolling with Lead, the wingman will
have to move vertically to stay in position and increase Here’s what will probably happen on the wingman’s first
or decrease his airspeed. This, in turn, requires a power few “turns away.” He will be a little slow to roll, which will
change. All this happens while Lead is rolling into the push him out away from Lead. Thus, to stay in position
turn, but the corrections must be taken out when Lead vertically will require a larger climb. The wingman will
stops rolling and is established in the bank. The effects probably not add enough power, which will cause him to
are reversed when rolling out of the bank. We will dissect get sucked. So, there he is, wide, below and behind Lead,
specific examples. with full throttle and unable to catch up. With time he
may catch back up with Lead—generally about the time
Turns Into the Wingman Lead decides to roll out. To keep this from happening, the
Let’s take the case where the wingman is #2, on Lead’s left wingman must make positive inputs as soon as Lead rolls.
side. Lead begins a smooth roll to the left. The wingman He should add a bunch of power, stay right with Lead’s
will roll to match Lead’s roll and bank angle. At the same roll, and climb to stay in position. If he adds too much
time, he will need to descend to maintain vertical posi- power initially, it is easy to correct by taking a little off.
tion. This descent will increase the wingman’s airspeed, However, it is difficult to catch back up if he is shy with
causing him to get ahead of Lead, unless he coordinates the power and falls behind.
with a power reduction. This effect will be compounded
by the fact that, on the inside of the turn, the wingman Once Lead reaches his desired bank and stops rolling,
is f lying a smaller turn circle and will therefore travel a ease off the back pressure, the wingman will stabilize
shorter distance than Lead. Once Lead stops rolling and his bank, and adjust power to maintain position. Next,
is stabilized in the bank, the wingman will have to stop he will need to anticipate Lead rolling out of the bank.
the descent and adjust power to stay in position. These Lead’s rolling out of the left turn will have the same ef-
are the individual control inputs explained—now how is fect as rolling into a right turn—it is just a turn into the
it really done? As soon as Lead starts to roll towards #2, wing pilot.
he will simultaneously reduce power, roll with Lead and
One final comment—these turning effects will be magni-
apply forward pressure to stay in position. There, isn’t
fied even further when f lying the #3 position (in finger-
that easy?
tip) because of the greater distance from Lead.
Turns Away from the Wingman
Now, let’s look at the case where Lead turns away from
the wingman. In fingertip left (2-ship), Lead starts a right
Formation Fundamentals
Version 2.0 17
#1 #2
ECHELON TURNS (LOW-WING A/C) will be larger, you will be travelling a greater distance,
and you will have to f ly faster to maintain position. Add
Echelon turns away from the f light are accomplished dif-
power to stay in. Maintain the same lateral spacing from
ferently than in fingertip. As we covered earlier, in finger-
Lead in the turn. When Lead starts to roll out, reduce
tip, everyone maintains the same position references and
power as you roll back out with Lead.
relative position. In echelon turns, the wing pilots main-
tain the same lateral spacing, however they do not move SUMMARY
up vertically to stay on the same lateral plane as Lead. That covers the basics of remaining in position, turns,
Instead, all aircraft will move up just enough to be on the climbs, and descents. Your first formation f lights will be
same horizontal plane as Lead. This gives the wing pilots f lown in 2-ship and will concentrate on building a strong
a bigger power advantage to stay with Lead. As Lead rolls foundation in these basics. Once you are proficient in
into the turn, match bank angles and climb only slightly 2-ship formation, you will be ready to move on to 3-ship
to split the lead aircraft’s fuselage with the horizon line. and 4-ship formations.
Since you are on the outside of the turn, your turn circle
www.flyfast.org
18 Version 2.0
CHAPTER 3
START, TAXI, TAKEOFF
ENGINE START will offset in an alternating pattern. To maintain forward
visibility, tail draggers can s-turn on alternate sides of the
Engine starts can be initiated in one of three ways:
taxiway, width permitting, but may have to use full width
• Visual signals on narrower taxiways.
• Radio call
Run up is performed, as briefed, in one of two ways:
• Timed start
• Simultaneously
Visual signals are best used when all aircraft are parked • Individually
within sight of each other. When ready to start, the wing-
Simultaneous run ups are commanded by Lead using the
men will pass the “thumbs up” signal up the line to #1.
same visual signal used to command engine start. This is
When #1 gets the “thumbs up” from #2, he will then give
done after wingmen signal “ready” by passing a “thumbs
the signal for engine start (index finger pointed skyward,
up” signal up the line, starting with the highest numbered
with rotating motion). In an airshow environment, where
wingman. Individual run ups are accomplished without a
the aircraft are visible to the spectators, Lead may brief
f light lead signal as soon as each wingman lines up in the
to start on an exaggerated “head nod.” When Lead’s chin
run up area.
hits his chest, press the start button. Complete normal
start and after-start procedures. Using either method, wingmen will signal “ready for take
off ” by passing the “thumbs up” signal up the line.
A radio call start can be used at any time but is usually
TAKEOFF
used when the pilots’ aircraft are parked out of sight of
one another. To begin the start sequence, the f light lead
will check the f light in on the briefed frequency (““Bigdog Takeoff can be performed in a 2-ship element or single-
1, check”). All wingmen will respond, in order, with their ship, interval takeoffs. Formation takeoffs are the most
call sign. If any wingman is not ready to start, he will efficient, but may not be possible depending on runway
state the reason and how much additional time is required length or width, crosswinds, gusty winds, obstacles, dis-
to get ready. (i.e., ““Bigdog 2 needs two minutes”). This similar aircraft, or other limiting factors.
is known as an “alibi.” The f light lead will determine a Interval Takeoff
course of action and then, when ready, command the start For single-ship, interval takeoffs, Lead may decide to as-
“Bigdog 1, start engines.” Wingmen will again acknowl- semble the formation on the runway prior to brake release.
edge with their call sign, then start engines and accom- Or, Lead may allow aircraft to roll onto the runway indi-
plish all before taxi checks. After allowing enough time vidually and initiate the takeoff without first assembling
for the start and in preparation to taxi, the f light lead will the elements in position. In either case, the wingman will
again call for a check in. Wingmen will again respond in begin takeoff roll when Lead’s aircraft is airborne or the
order with their call sign and alibi, if required. Once the minimum takeoff interval has been achieved, however
f light is ready to taxi, the f light lead will send the f light briefed. The wingman will then proceed with a normal,
to the appropriate frequency, check in, call for taxi, and full-power takeoff. See Chapter 7, Operating Limitations,
proceed to the runway. for more information on interval takeoffs.
Timed starts can be used at any time but are usually used For narrow runways or when there are strong or gusty
when pilots’ aircraft are parked out of sight of one an- crosswinds, pilots who have assumed a staggered lineup
other and obstacles or congestion hamper the use of radio on the runway, will steer to the center of the runway for
calls. At the briefed start time, all f light members will the takeoff roll.
start engines and accomplish all before taxi checks. At
the briefed taxi time, all f light members should be stand- Element Takeoff
ing by on the briefed frequency and/or proceed with the For an element takeoff, Lead will taxi into position, nor-
briefed taxi plan. mally lining up on the downwind side of the runway.
TAXI
This allows the wind to blow Lead’s wake away from the
wing pilot. If the wind is light, five knots or less, Lead
Using standard or briefed spacing, the wingmen will de- may position himself down sun, or on the convenient side
part the chocks and taxi in order of f light position. Nor- to effect the rejoin after takeoff. The wingman will line
mally two to four ship-lengths is adequate spacing. If up on the opposite side of the runway in the acute posi-
Lead offsets from the center of the taxiway, the wingman tion, slightly ahead of the normal fingertip bearing line.
Formation Fundamentals
Version 2.0 19
www.flyfast.org
20 Version 2.0
CHAPTER 4
2-SHIP MANEUVERS
L et’s go through the maneuvers that make up a typi-
cal formation training f light. We will discuss some
formation configurations, how to execute formation con-
at the 135° point in the turn with maximum nose-down
pitch (up to 20° nose down) and bank angle continuing
to decrease. Lead will pull the nose up and continue to
figuration changes, and other maneuvers. decrease bank angle so as to arrive at the 180° point wings
WING-WORK
level with level pitch. The airspeed and altitude should
be the same as the entry values. At this point, without
One of the first maneuvers you will be practicing falls un- hesitation and in one, smooth action, Lead will repeat the
der the heading of “wing-work.” This consists of a series maneuver in the opposite direction, creating a mirror im-
of turns in combination with pitch changes—a lazy-eight age of the first 180° turn. The lazy 8 is complete at the end
type maneuver in formation. Initially, you will practice of the second 180° turn but Lead can continue as many
at shallow bank and pitch angles, progressing to a wide cycles as necessary for training.
variety of attitudes and airspeeds and eventually achiev-
ing up to plus or minus 20° of pitch in combination with Performance Guidelines
up to 45° of bank. These are the parameters used in the • Lead will provide a stable platform and maneuver
wingman evaluation ride, but you will likely be able to smoothly
“hang in there” with up to 60° of bank, once you become • Lead will not exceed the capabilities of the wingman
proficient. in the f light
Description • Wingmen should be able to recognize when they are
The lazy 8 consists of a series of 180° climbing and de- out of position and anticipate pitch, bank and power
scending turns where the angle of bank and pitch are requirements
changing in a continuous f low. The name is derived from • Wingmen should make timely corrections to main-
the fact that the aircraft traces a reclining figure 8 during tain position within reasonable tolerances
the maneuver.
Common Errors
Lead will usually dive to gain airspeed prior to entry. • Wingmen not recognizing when they are out of posi-
From wings level, Lead will begin a gentle climbing turn tion
so as to arrive at maximum pitch (up to 20° nose up) at 45°
of turn. At the 45° point, Lead begins to decrease pitch • Wingmen not anticipating power, pitch and bank re-
while continuing to increase angle of bank so as to arrive quirements in a timely manner
at maximum bank angle (up to 45° bank) at the 90° turn • Wingmen getting sucked in turns away and acute in
point. At the 90° point, pitch will be level. Lead will con- turns into the wingman
tinue the turn, decreasing pitch and bank so as to arrive
Formation Fundamentals
Version 2.0 21
90° POINT
1. Bank 40° to 45°
2. Minimum airspeed
3. Maximum altitude
4. Level pitch attitude
135° POINT
1. Max pitch down attitude
2. Bank 20° to 22½°
180° POINT
1. Level flight
2. Entry airspeed
3. Entry altitude
45° POINT
1. Max pitch up attitude
2. Bank 20° to 22½°
ENTRY
1. Level flight
2. Maneuvering speed
Jim Goolsby
www.flyfast.org
22 Version 2.0
Formation Fundamentals
Version 2.0 23
ECHELON TURN tion himself nearly on the same horizontal plane as Lead,
while matching Lead’s bank angle. The fuselage of Lead’s
Generally, there are two occasions when the echelon turn
aircraft will be bisected by the horizon line. The wing-
is employed: 1. When in echelon—that is, when all the
man is now f lying a slightly larger turn circle and will
wingmen in a 4-ship, or 3-ship with a phantom #4, are
have to add power to maintain position.
configured in echelon or, 2. When an element is in the
traffic pattern. Performance Guidelines
• Wingman adds power, rolls into the turn and moves
When turning in echelon formation, all turns will be away smoothly into the echelon turn position.
from the wing aircraft. Turning more than a few degrees
into the f light could cause a dangerous situation where • Wingman maintains the correct position throughout
the wing pilots (especially #4) cannot prevent going ahead the turn.
of Lead, or could possibly lose sight of Lead. • Wingman transitions smoothly back to fingertip at
Signal the completion of the turn.
When there are three or more aircraft configured in ech- Common Errors
elon, there is no need to signal for echelon turns. How- • Not adding enough power to maintain position dur-
ever, there is an echelon turn signal—fist raised, with ing the transition into the turn.
forefinger and pinky finger extended upward, that can be
• Sliding aft and becoming sucked during the turn.
used by the f light leader in situations where an echelon
turn would not normally be called for. For example, in a • Not climbing or descending during the turn—falling
2-ship, out in the practice area, Lead may want his wing- out of position.
man to practice echelon turns. • Becoming laterally spaced too wide on Lead.
Description
Lead rolls into a turn and the wingman simultaneously
rolls with the f light leader, climbing just slightly to posi-
#1 #2
www.flyfast.org
24 Version 2.0
Close trail
#1
#2
Greer W right
l-39za
Formation Fundamentals
Version 2.0 25
Common Errors
you will automatically revert to lag pursuit and, in all
probability, overshoot the leader’s f light path and begin
separating from him unless, prior to overshooting, you • Failure to call “in” when in position
maneuver out-of-plane to prevent the overshoot. • Getting sucked, falling outside of the proper maneu-
vering range
Lead will f ly a series of hard turns, turn reversals, and
lazy-eight maneuvers with the angle of bank not to exceed • Maneuvering in the six o’clock position instead of
90°. This will provide the wingman with the geometry to maintaining proper lateral offset within the donut
practice the lead, lag and pure pursuit techniques. Lead’s
and the wingman’s power are set at the beginning of the
exercise so that closure and extension are purely the re-
sult of maneuvering geometry, and energy management.
www.flyfast.org
26 Version 2.0
45°
30°
ee t
0f
20
45°
30°
ee t
0f
50
t
jet extended trail maneuvering cone
ee
0f (500’-1500’ range typical for higher speed/jet aircraft)
150 yellow transit zone: caution for vortices and
wake turbulence
Formation Fundamentals
Version 2.0 27
ine
tal stabilizer and a line halfway
line
between the wing root and the l
ce
en
nce
inboard edge of the aileron, the
r
wingman is within the 30°/45°
refe
fere
cone.
e e
gr
re
d e
45
gree
e
30 d
TAIL CHASE Performance Guidelines
Tail chase is a configuration where the wingman is, essen- • Wingman calls “in” when in stabilized in trail posi-
tially, f lying in Leads f light path, primarily using power tion
to maintain a fixed interval. • Wingman uses power as the primary means and
Signal geometry as the secondary means to maintain the
The f light leader will typically send the f light to tail chase briefed, fixed interval on Lead
with a radio call: • Wingman remains predominantly in Lead’s six
“Bigdog 1, tail chase, go” o’clock position
www.flyfast.org
28 Version 2.0
LEAD CHANGE
There will be times when the f light leader will
swap positions and transfer control of the f light
to #2. This is common in training situations #1
where a back-seat instructor is paired with a
student in each airplane—the instructor as-
sumes Lead responsibility while the student in
#2
the lead aircraft observes.
Signal 4
The f light leader will point to #2 and then point
straight ahead, indicating, “You have the Lead.”
Number 2 will acknowledge with a head nod,
move out to route position, push the power up
and, when passing line abreast with Lead, tap
the top of his head with an open palm and then
point directly forward, indicating, “I have the #2
lead.”
Performance Guidelines #1
Common Errors
• Not thoroughly briefing Lead change
• Failure to have wingman check in at the
completion of the Lead change
• New leader assuming lead responsibilities
before passing the old leader’s 3/9 line
Formation Fundamentals
Version 2.0 29
PITCH OUT AND REJOIN the wingman will turn slightly away from Lead, keeping
Lead in sight. The wingman will resume the rejoin when
The pitchout maneuver can be used in the traffic pattern
Lead begins to stop moving backwards across the canopy.
to achieve interval spacing for landing, in the practice
If the overshoot will result in loosing sight of Lead, the
area to establish extended trail spacing, or anytime the
wingman will break out of the formation—clearing and
f light leader wants to break the f light up.
turning away from the f light.
The rejoin is used to reassemble the f light into fingertip.
Signal
The f light leader will extend his index finger upward, us-
#1
ing a twirling motion, and then hold up the number of ex-
tended fingers that correspond to the number of seconds
to be used in the pitch out. Number 2 will acknowledge
#2
with a head nod.
To initiate the rejoin, the f light leader will rock his wings.
After the wing rock, the f light leader will roll wings level
for a straight-ahead rejoin or roll into a turn for a turning
rejoin.
Description
The f light leader will signal, clear in the direction of the
turn and then break away from the f light using 45° to
60° of bank. He will roll wings level after approximately
180° of turn. The wingman will modulate his turn so as
to roll out directly behind the f light leader. The wingman
should roll out at Lead’s six o’clock, with Lead positioned
just above the horizon. After a quick ops check and when
ready for the rejoin, the wingman will call “in” (“Bigdog
2, in”).
www.flyfast.org
30 Version 2.0
Moderate aspect, with the vertical fin aligned with Lead’s outboard wingtip is the sight picture you are looking for throughout the rejoin. High
aspect indicates you are forward of the bearing line (acute) and your rejoin can accelerate exponentially. Low aspect indicates you are behind
the bearing line (sucked) and will delay your rejoin as well as the rejoins of the wingmen following.
Formation Fundamentals
Version 2.0 31
the side of his aircraft, and a slow line of sight (LOS) rate, STEP 3
you are outside the TC. If you see a stabilized, low aspect If you are inside the turn circle, begin the rejoin by rolling
angle (between 10° and 30°) and an increasing LOS rate, into the direction of Lead’s turn and pulling your nose
you are inside the leader’s TC. ahead of him into lead pursuit. Simultaneously, monitor
your altitude to keep the leader slightly above the horizon
throughout the rejoin.
10 sec
#1
5 sec
15 sec
#1
#2 #1
#2
#2
#1
20 sec
#2 #1
Turning Rejoin
1. Lead (#1) and #2 have rolled out in trail, following the pi-
tchout.
2. Once Lead has signaled with a wing rock and rolled into a
turn, the wingman will initiate the rejoin at Step 1 by push-
ing up the power and simultaneously using Step 2 to deter-
mine his position relative to the leader’s turn circle.
www.flyfast.org
32 Version 2.0
Your lead pursuit turn will f ly you toward the proper STEP 4
rejoin aspect angle and bearing line of 45°. Simultane- If you are outside the turn circle, get inside the turn cir-
ously, the leader’s AA will also increase. For conventional cle. Do this by continuing to f ly toward the horizon aim
straight wing aircraft and most jets, the 45° bearing line point determined in step 2.
is reached when the leader’s fin overlaps his outboard
wing tip. STEP 5
Once you determine you are inside the turn circle using
When this overlap occurs, adjust your bank and pull to the clues discussed in step 2, do an inside the turn circle
stabilize yourself on this bearing line/rejoin aspect angle. rejoin as discussed in step 3.
Now, check airspeed and adjust power to maintain your
desired rejoin airspeed. As you close on the leader, con- STEP 6
tinue to bank, as required, to control the bearing line. For If you are #3 or #4 in the formation (or are practicing #3 or
example, if a gap opens up between the fin and wing tip, #4 rejoins), as you approach route position and determine
you are pulling too much lead, you are going acute and your rejoin is stabilized, cross under the leader to your
the leader’s AA is increasing. To fix this, decrease your corresponding position on the outside of the formation.
lead pursuit by rolling into the leader/towards the bearing
line, as required to move the fin back over the outer wing Number 2 will always join to the inside of the turn un-
tip. Conversely, if the fin moves down the outer wing to- less briefed otherwise. From a starting position inside the
ward the wing root, you are not pulling enough lead, you leader’s 25°-30° bank turn circle, a proficient #2 should be
are going sucked and the leader’s AA is decreasing. To fix able to complete the rejoin within 180° of turn.
this, roll away from the leader and pull your nose more
into lead pursuit as required to move the fin back up the Performance Guidelines
outer wing to the overlap position. In both cases, antici- • Flight leader will provide a stable rejoin platform by
pate the need to begin reducing your correction before maintaining a constant altitude, airspeed, and bank
you recapture the bearing line. This will prevent over- angle.
shooting the proper bearing line position which would
require another correction. Remember, bank controls the • Wingmen will maintain proper airspeed, altitude,
bearing line and you will always roll toward the bearing bearing line, and alignment throughout the rejoin
Common Errors
line to properly correct to it.
As you approach route position, you must determine if • Flight leader not maintaining a stable platform
your rejoin is stabilized enough to continue into fingertip • Wingman getting too low
position. Your rejoin is stabilized if the following occur:
• Wingmen becoming sucked and/or acute for pro-
1. You are stabilized on the rejoin bearing line/aspect longed periods of time because of inadequate correc-
angle tions to the bearing line/rejoin aspect angle
2. Your bank angle is the same as the leader’s • Wingmen not monitoring airspeed
3. Your fuselage is aligned with the leader’s • Wingmen failing to align their fuselage with Lead’s
4. Your rate of closure is slow enough that you could
either stop the rejoin or continue into the fingertip
position
If you meet all these conditions, complete the rejoin by
continuing into fingertip position.
Formation Fundamentals
Version 2.0 33
OVERSHOOT The airspace available for overshoot use includes all the
co-altitude airspace on the outside of the leader’s turn cir-
An overshoot is just another formation skill. It is used
cle up to his 3/9 line—no higher than the echelon position
when a wingman determines his rejoin is unstable and,
and no farther forward than abeam Lead.
in trying to salvage it, would violate one of the wing-
man’s responsibilities. If you religiously adhere to the Just as a pilot would not rush a go-around to prematurely
six-step guide to f lying inside the turn circle rejoins, are get back to final, an overshooting wingman MUST NOT
well trained by your IP, and practice often, you will rare- over aggressively rush the overshoot to complete the re-
ly need to f ly an overshoot. However, blown rejoins will join. There is no clock running, no embarrassment, and
happen. Therefore, wingmen must learn, practice, and ac- no need to create a dangerous situation by rushing. A
quire this vital formation skill. controlled, precise execution of overshoot procedures al-
ways results in a safe, expeditious rejoin.
Think of an overshoot as the formation equivalent of a
traffic pattern go around. Both are designed to safely ex-
tricate a pilot from an untenable situation. CAUTION
Aggressively moving inside the leader’s turn
The need to execute a go around or an overshoot rarely circle with excess energy could result in
surprises a pilot. Both telegraph their need long before another unstable rejoin, leading to another
pilots reach the minimum safe execution point. overshoot.
Signal
There is no signal for an overshoot. However, once the The wingman will get the most expeditious rejoin by si-
wingman executes the overshoot he will make a radio call multaneously controlling power and position outside of
announcing the overshoot, when able (“Bigdog 2, over- the leader’s turn circle, dissipating the overshoot energy,
shooting”). and stabilizing as close to the leader as possible—at or
Description
slightly aft of the leader’s 3/9 line.
Recall that as wingmen approach route formation, they This stabilized position will look similar to an echelon
must evaluate the stability of their rejoin to determine if turn position, something all wingman are very familiar
they will continue the rejoin, or overshoot. There are five with. From here, the wingman can smoothly move to the
warning signs that a rejoin is unstable, and these will be echelon position, keeping in mind that as lateral spacing
evident long before reaching route position: is reduced, power must also be reduced to move aft to the
echelon position and reduce airspeed to slightly above
1. Excessive closure, usually because of being too acute
Lead’s. Once stabilized in echelon, the wingman now
or having too much airspeed, or both
performs a cross-under back to the inside to complete the
2. An excessively prolonged acute position relative to rejoin to the #2 position.
the rejoin bearing line
There are situations where using the cross-under tech-
3. A noticeable misalignment of fuselages and/or bank
nique is not the most expeditious way to rejoin. This is
angles
determined by the wingman’s position relative to Lead,
4. The need to excessively over bank into the rejoin turn and energy state, following the overshoot. Wingman can
in an attempt to align fuselages and reduce Vc, result- dissipate too much energy during the overshoot by reduc-
ing in a high probability of loosing sight of the leader. ing power too much, or going too far outside Lead’s turn
5. A panicky, rushed feeling accompanied by hair stand- circle, or ending up too far aft of Lead’s 3/9 line. This
ing up on the back of the wingman’s neck would result in the wingman not being in a position, and
without enough energy, to complete the rejoin via a cross-
If, despite aggressive power reductions and corrections under. Anytime this happens, the wingman should im-
toward the bearing line, any or all of these conditions mediately begin a controlled move back to the inside of
exist as the wingman approaches the route position, the the leader’s turn circle, adjust airspeed as required, and
wingman should abandon the rejoin and proceed with the recapture the bearing line to complete a normal, inside
overshoot. Simultaneously: the turn circle, rejoin.
1. Reduce bank angle, as required, to pass below and be- During training, the wingman will practice the overshoot
hind the leader procedure to gain judgment and confidence. The instruc-
2. Adjust power, as required tor will have him carry extra airspeed and cutoff during
3. If/when able, transmit the overshoot to the leader the rejoin to make the overshoot realistic. The trick is to
(“Bigdog 2, overshooting”). This is the only radio call retain enough energy after the overshoot to move back to
required. Wingmen do not need to request permis- the inside of the turn without getting sucked. The wing-
sion to rejoin unless they break out of formation. man should use caution, though, not to pass directly be-
neath Lead when moving to the inside. If he has too much
www.flyfast.org
34 Version 2.0
Performance Guidelines
shoot
• Wingman will recognize the excess closure in a time- • Failing to stabilize the overshoot allowing excessive
ly manner and in a smooth, controlled maneuver, ex- nose/tail separation to develop
ecute the overshoot. • Prematurely and aggressively moving to the inside of
• Wingman will move to the outside of the turn with- the leader’s rejoin turn circle resulting in another un-
out going forward of, or higher than, Lead stable rejoin and overshoot
#2
#2
#2
#2
Make the decision to overshoot. Roll wings level and pass behind
and below Lead. Use power as
required.
Formation Fundamentals
Version 2.0 35
CHAPTER 5
RECOVERY
F ormation recoveries are performed as either single-
ship landings or element landings.
pattern altitude and airspeed on downwind until reach-
ing the “perch” position—normally 30° to 45° beyond the
www.flyfast.org
36 Version 2.0
taxi speed and then moves to the cold side (exit side
of runway).
8. For staggered landing procedures, in 3-ship or
4-ship, each wingman will slow to taxi speed and,
those on the non-exit side, will wait for radio clear-
ance from the aircraft behind before crossing to the
cold side (call from “Bigdog 3: “Bigdog 2, cleared to
cross”).
NOTE
The perch position for the wingman may not neces-
sarily be located at the same point as Lead’s perch NOTE
position, depending on the break interval. For ex-
ample, a two second break would not provide ad- The trail interval (TI) is equal to two times the break
equate spacing on final if the wingman used Lead’s interval. Thus, a five second break will produce a ten
perch point. In this case, the wingman would have second trail interval on downwind.
to extend his downwind to a perch point three sec-
onds or more beyond Lead’s perch.
Formation Fundamentals
Version 2.0 37
HOT/COLD
HOT COLD STAGGERED
1. Lead (#1) will typically land on the exit (cold)
side of the runway.
2. The wingman will land on the opposite side,
#1 #1 the hot side, and once slowed to a safe taxi
speed, transition to the cold side for exit behind
Lead.
STAGGERED LANDING
1. Lead (#1) will typically land on the exit (cold)
side of the runway.
2. The wingman will land on the opposite (hot)
side of the runway from Lead.
#2 3. The wingman will slow to a safe taxi speed
and once he has reached the exit point, will exit
the runway behind Lead.
#2
NOTE
#2 The spacing achieved in the break from
initial to downwind will not always be
the desired interval for landing. If this
occurs, wingmen will maintain the
downwind airspeed and create the de-
sired landing interval by adjusting the
turn from downwind to final.
17 17
www.flyfast.org
38 Version 2.0
Downwind Break
Lead
1. Lead maneuvers the f light onto the down-
wind leg and configures the f light in echelon, if
not already in echelon.
#2
2. Lead signals for the break interval.
3. When Lead has appropriate spacing on the
#1 runway, he turns away from the f light, config-
ures for landing, and lines up on final.
35 4. Lead descends so as to roll out ½ to ¾ mile
from the threshold on a 3° to 4° glide path (ap-
proximately 150’ to 250’ agl).
5. Lead lines up on the center of the half run-
way that corresponds to the exit (cold) side.
6. Lead lands, rolls out as briefed to an ap-
propriate turn off, or to the end, and exits the
runway.
7. Once clear of the runway, Lead stops and
waits for the wingman for taxi back, as appro-
#2 priate.
#1 Wingman
#1 1. Wingman maintains downwind altitude
and airspeed until signaled interval elapses.
2. At the signaled interval, the wingman ex-
ecutes a turn to final, adjusting bank angle so
as to roll out lined up on center of opposite half
of runway (hot side) from Lead.
4. Wingman maintains traffic pattern altitude
until he intercepts a 3° to 4° glide path to land-
ing.
5. After landing, wingman slows to taxi speed
and then moves to the cold side (exit side of
runway).
5. For staggered landing procedures, in 3-ship
#2
or 4-ship, each wingman will slow to taxi speed
#2 and, those on the non-exit side, will wait for
radio clearance from the aircraft behind before
crossing to the cold side (call from “Bigdog 3:
“Bigdog 2, cleared to cross”).
Formation Fundamentals
Version 2.0 39
Lead will call: be ready for the touchdown ensuring he maintains direc-
“Bigdog 1, take spacing on the turn to base.” tional control, a minimum of 10’ wingtip separation, and
remains behind the lead’s 3/9 line. The only way to make
Lead will turn away from the f light from downwind to consistent, safe formation landings is concentrate on lead
base, when appropriate—the minimum downwind break and f ly formation.
interval is five seconds. After the proper interval is
achieved, each wingman will turn to base. As each pilot If the wingman has any doubt about landing on the run-
starts the base turn he will reduce power, lower the gear, way, he should immediately execute a normal, single ship
extend the f laps and complete the before landing check- go around. In the f lare, Lead will make a smooth power
list. Wingmen will land on alternating sides of the run- reduction to just above idle power. During rollout, Lead
way or use the hot/cold procedure, as briefed, following will use normal braking techniques to gradually slow the
the same procedures used in the 360° overhead pattern. element to taxi speed.
360° OVERHEAD GO-AROUND AND The wingman will continue to f ly off Lead during the
DOWNWIND BREAK GO-AROUND f lare and landing. The wingman should touch down
slightly before, or at the same time, as Lead. If the wing-
If any pilot has to execute a go-around, that pilot is con-
man touches down after Lead, it is likely that he will
sidered to be single-ship and no longer part of the forma-
“f loat” past Lead on the runway. After touchdown, the
tion. The pilot will follow normal go-around procedures,
wingman will maintain relative position on his side of the
clear for traffic and re-enter the traffic pattern.
runway and begin normal braking. If the wingman does
ELEMENT LANDING pass Lead on the runway, he will immediately look for-
For multiple-element formations, the f light leader will ward, continue straight ahead and maintain his side of
break the f light into separate elements for element land- the runway and make no attempt to slide back into posi-
ings. Each element Lead will f ly a standard, VFR, rectan- tion behind Lead.
gular pattern. If conveniently aligned, a straight-in ap-
If Lead must cross the runway centerline in front of the
proach may also be f lown.
wingman to exit, #2 must ensure that he has safe spacing,
The f light leader will normally position the wingman on safe speed and is under control before making the call:
the upwind side of the runway when crosswinds are great- “Bigdog 1, cleared to cross.”
er than five knots. If wind is not a factor, the wingman
should be placed on the outside of the turn, in the event ELEMENT GO-AROUND
of a go-around. If neither of these apply, Lead can place If a go-around is required, Lead will announce his inten-
the wingman on the side opposite the runway exit point tions on the radio (“Bigdog 1, f light of two, going around”),
so Lead does not have to cross in front of the wingman. smoothly advance power to a setting that is appropriate
for the go-around, yet still allows a safe margin for the
Lead will turn base, allowing enough distance to turn wingman. When stabilized and no longer descending,
a one to three mile final. Upon turning final, the f light Lead can call or signal for f lap retraction, as appropriate
leader will line up on the appropriate side of the runway. to aircraft type. When a positive rate of climb is estab-
lished, Lead can call or signal for gear retraction.
Lead will slow the aircraft on final to configure with gear
and f laps for landing and then f ly a stable, on-speed ap- The wingman, upon hearing the go-around call, will an-
proach to the f lare. ticipate the maneuver, add power and take appropriate
measures to maintain a normal element takeoff position,
Lead will intercept a 3° final approach path to a touch- reconfiguring the aircraft as directed by Lead.
down point 500’ to 1000’ beyond the runway threshold.
Maintaining aircraft control is more important than
The wingman will stay in the standard, fingertip posi- maintaining position. If the wingman cannot maintain
tion until fully configured. The wing pilot will then move formation position, he should f ly a single-ship go-around,
up to stack level with Lead (Lead’s head on the horizon), while being careful to maintain separation from Lead and
move out to establish a minimum 10’ wingtip separation other aircraft in the pattern.
and move forward to the same acute position utilized for
formation takeoffs. When the wingman sees the over- TAXI IN AND SHUTDOWN
run, other runway end identifiers, or the runway itself Once clear of the runway, the f light leader will assemble
in his peripheral vision, he should take one quick glance the f light for taxi to the ramp. Flaps will be retracted on
to make sure he will land on the runway. With this con- Lead’s signal or as briefed.
firmed, the wingman must then concentrate 100% on f ly-
ing perfect formation off the lead. The wingman must be If parking together, the f light can shut down together.
ready to match lead’s f lare and power reduction. He must If conditions permit (i.e. no aircraft, people, or obstruc-
tions behind the formation), Lead will signal to perform
www.flyfast.org
40 Version 2.0
the pre-shutdown run-up, if required. On Lead’s signal, run power up to the Element Approach
briefed power setting (radial engines). Reduce to idle on Lead’s signal (hand
Lead
held up, palm open, motioning rearward). Lead will then give a slashing
1. Lead f lies a standard, VFR, rectangular
sign across the throat followed by an exaggerated head nod. Wingmen will pattern and maneuvers the f light onto the
shut engines down when Lead’s chin hits his chest. downwind leg.
DEBRIEF 2. Lead turns base allowing enough distance
The f light members will assemble for the debrief at the appointed time and to provide for a one to three mile final.
place. The goal of the debrief is to improve safety, performance, communi- 3. Lead lines up on the appropriate side of the
cation, and understanding. runway.
4. Lead slows the formation and signals for
Lead (or the Check Pilot) will direct the debrief. The debrief should be in-
gear and f lap extension.
structional with emphasis placed on the “what, why and how”—what hap-
pened, why it happened and how to improve performance. All aspects of 5. Lead f lies a stable, on-speed approach to
the f light are critiqued. Following the f light leader’s analysis, he will solicit the f lare.
inputs from the individual f light members. Lead cannot possibly observe 6. Lead intercepts a 3° final approach path to
every single aspect of the entire f light so it is important to hear everyone’s a touchdown point 500’ to 1000’ beyond the
perspective. Make sure all questions are answered and uncertainties are re- runway threshold.
solved. Although seldom will a formation f light go as well as hoped, learn- 7. In the f lare, Lead makes a smooth power
ing will always take place. reduction to just above idle.
8. During rollout, Lead uses normal breaking
techniques to slow the element to taxi speed.
Wingman
1. Wingman maintains standard fingertip
position until fully configured.
2. Once configured, the wingman moves out,
minimum 10’ lateral wingtip separation, for-
ward to the acute position and stacks up, level
with Lead.
3. Over the overrun or with runway end envi-
35 ronment in sight, take one quick look ahead
to confirm runway alignment. Then, concen-
trate 100% on f lying perfect formation on the
leader.
4. The wingman will match the leader’s f lare
and power reduction to land with him main-
#1 taining a minimum of 10 feet wingtip sepa-
#2
ration. wingman will typically touchdown
slightly ahead or at the same time as the
leader.
5. During the rollout, use normal braking
to maintain relative formation position and
minimum wingtip separation.
6. If Lead must cross the runway centerline in
front of the wingman to exit, #2 must ensure
that he has safe spacing, safe speed and is un-
der control before making the call “Bigdog 1,
cleared to cross.”
Formation Fundamentals
Version 2.0 41
CHAPTER 6
4-SHIP MANEUVERS
W hen you move into 4-ship formation, there is a sig-
nificant change in the dynamics of the f light—far
more than you might expect would occur by simply add- #1
ing additional aircraft. Everything, from communication
to maneuvering, becomes more complex. Be prepared to #2
ENGINE START
Three or 4-ship f lights will use the same engine start pro-
cedures as a 2-ship f light.
TAXI
Using uniform spacing, wingmen will depart the chocks
and taxi, as briefed, behind the preceding aircraft, in
f light order. Normally two to four ship-lengths is ade-
quate spacing. Number 2 will set the spacing behind Lead
with #3 and #4 matching #2’s interval. If Lead taxis on
the centerline, the wingmen will follow suit (excepting S- #3
turning tail-draggers). If Lead offsets from the center of
the taxiway, wingmen will offset in an alternating pat- #4
tern (except tail-draggers).
RUNWAY LINEUP
Depending on runway width, winds, weather, or local re-
quirements, the f light leader can use one of four options: Elements in trail, 100’ to 500’ spacing between elements
Elements in Trail
Single-ship takeoff for runways less than 75’ wide
Number 4 in the Slot When doing formation takeoffs, #2 and #4 will line up
Used on any runway width 100 feet or greater. The trail- with 10 feet of wingtip separation. Number 3 lines up on
ing element is displaced slightly aft of the normal finger- #2 using normal fingertip spacing. On takeoff roll, both
tip position, offset from #2. The leader lines up as close to elements correct to the runway centerline.
the runway edge as comfortably possible. Number 2 lines
up with the normal 10 feet wing tip separation. Number
3 lines up on #2, slightly aft, in normal fingertip posi-
www.flyfast.org
42 Version 2.0
#1
#2
#1
#2
#3
#4
#3
#4
Elements in offset trail, used on runways 75’ or wider, the trail- Number 4 in the slot, used on runways 100’ or wider
ing element is spaced from 100’ to 500’ behind the lead element
If the runway is wide enough, a 3-ship vic takeoff can be
TAKEOFF performed. The procedure is identical to an element take-
Takeoff can be performed in two-ship elements or single- off, except Lead will line up on the centerline and there
ship, interval takeoffs. will be a wingman on either side of Lead.
Interval Takeoff This same procedure can be executed with a 4-ship formation
For single-ship, interval takeoffs, Lead may decide to as- with #4 lining up on the centerline, behind Lead. The 3-ship
semble the formation on the runway prior to brake release vic will takeoff and then #4 will follow, using the briefed takeoff
or allow aircraft to roll onto the runway individually and interval.
initiate the takeoff without first assembling the f light in
position. In either case, wingmen will begin takeoff roll
REJOIN AFTER TAKEOFF
Whether performing single-ship or multiple-element
when the preceding aircraft is airborne or the minimum
takeoffs, the formation will have to join up once safely
takeoff interval has been achieved, however briefed. The
airborne. It’s important to brief this thoroughly since lo-
wingmen will then proceed with a normal, full-power
cal conditions and mission requirements will likely dic-
takeoff.
tate the type of rejoin used. Rejoins can be done in a turn,
Element Takeoff straight ahead, or some combination of the two.
For an element takeoff, Lead will taxi into position, al-
When performing turning rejoins, #2 will always join to
lowing enough room for the following element. The take-
the inside of the turn. With a second element, #3 and #4
off procedures are identical to those described in the pre-
will always join to the opposite side of #2, on the outside
vious chapter for 2-ship element takeoffs.
of the turn.
Subsequent elements will perform individual formation
takeoffs. Element leaders will wait until the preceding
aircraft become airborne, or the minimum takeoff inter-
val has been achieved, before brake release.
Formation Fundamentals
Version 2.0 43
#1
#2
#1
#3
#2 #3
#4
Echelon lineup, used on runways 150’ or wider 3-ship vic runway lineup
#1
#2 #3
#4
Three-ship vic runway lineup with #4 in the slot. Once the vic has lifted off, #4 will begin its takeoff roll.
www.flyfast.org
44 Version 2.0
Performance Guidelines
• Lead will provide the wingmen with a stable platform
and maneuver smoothly
• Lead will not exceed the capabilities of the least pro-
ficient wingman in the f light
• Wingmen should be able to recognize when they are
out of position and anticipate pitch, bank and power
requirements
#3
#1
#2
Formation Fundamentals
Version 2.0 45
Common Errors
craft signal is a distinct, rapid, shallow wig dip away from
the element, in the direction of the cross-under.
• Falling too far behind
The hand signal for #2 to cross-under is a clenched fist • Descending too low
held up vertically. Lead will first signal #3 with a raised,
clenched fist to signal #3 to make room for #2. The air- • Not descending low enough to avoid Lead’s vortices
craft signal is a distinct, rapid, shallow wing dip away or prop/jet wash
from #2 in the direction of the cross-under. • Being too aggressive-crossing rapidly to opposite
Description side
The element cross-under is executed by #3 with #4 on his • Not crossing far enough, compromising wingtip
wing. As #3 crosses Lead’s six o’clock position, #4 will clearance when moving forward into fingertip
cross #3’s six o’clock position and continue the cross- • Flight leader failing to signal #3 first, before signaling
under into position. This allows #4 to keep all the other #2 to cross to #3’s side (into echelon)
aircraft in sight as he executes the cross-under. As with
the 2-ship cross-under-the cross-under is not a race to
the opposite side, it is a deliberate, controlled and precise
repositioning of aircraft.
#1
Element Cross-Under #2
#3
#1
#2
#3
#1
#2
tion. #4
www.flyfast.org
46 Version 2.0
#1 #2 Cross-Under
#1
#2
2. Number 3 moves his element out
on the bearing line to make room
for #2
#3
#4
#1
#2
#1
#3
#4
Formation Fundamentals
Version 2.0 47
Transition to Diamond #1
#1
#2 #3
#4
www.flyfast.org
48 Version 2.0
#1 #2 #3 #4
Formation Fundamentals
Version 2.0 49
#1 #2 #3 #4
DK 08
#4
#1
#2
#3
#1
#2
www.flyfast.org
50 Version 2.0
45°
#2
30°
45°
#1
30°
t
0 fee
45° 20
#3
30°
eet
0f
20
eet ee
t
#4 0f 0f
20 50
t
ee
0f
50
t
ee
0f
50
Formation Fundamentals
Version 2.0 51
TAIL CHASE 4. The wingmen will f ly in the six o’clock position of the
aircraft ahead—think of the Aeroshell T-6 team when
Tail chase is a configuration where the wingmen are,
they f ly in Lead’s smoke trail during their routine. In
essentially, f lying in Leads f light path, primarily using
addition to using power, the wingman can also use
power to maintain a fixed interval.
lead, lag, and pure pursuit, as necessary, to maintain
Signal the interval.
The f light leader will typically send the f light to tail chase
with a radio call:
Performance Guidelines
• Wingmen call “in” when in stabilized in trail posi-
“Bigdog 1, tail chase, go” tion
Description • Wingmen use power as the primary means and
Three or four-ship tail chase differs from extended trail geometry as the secondary means to maintain the
in four respects: briefed, fixed interval on the aircraft ahead
1. The throttle is the primary means of maintaining in- • Wingmen remain predominantly in Lead’s six
terval o’clock position
2. Number 2 sets the interval and the other wingmen Common Errors
match that interval • Failure of wingmen to call “in” when in position
3. The wingman is extended behind Lead from a min- • Failure to consistently maintain briefed, fixed inter-
imum of 200 feet (1000 feet for jet aircraft), out to val on Lead, as set by #2
1500 feet, or whatever distance the f light leader has
briefed.
www.flyfast.org
52 Version 2.0
Formation Fundamentals
Version 2.0 53
#1
#2 #3
1. The f light leader signals #3 to assume
the lead. Number 3 moves out to the route
position.
#4
#1 #3
2. Number 3 moves forward while the sur-
rendering lead provides a stable platform
#2
#4
by maintaining a fixed position.
#3
3. As #3 passes abeam, the former f light
leader picks up the standard fingertip vi-
#1 sual cues and moves into position.
#4
#2
#1
4. The new f light leader checks the f light
in so that everyone understands their new
#2
position in the rearranged f light.
#3
#4
www.flyfast.org
54 Version 2.0
Formation Fundamentals
Version 2.0 55
Performance Guidelines
• Getting too low
• Flight leader will provide a stable rejoin platform by • Becoming sucked and/or acute
maintaining a constant altitude, airspeed and bank • Not monitoring airspeed
angle.
• Wingmen will maintain proper airspeed, altitude,
bearing line and alignment throughout the rendez-
vous
#1
#1
#2
#3
#4
#2
#4
www.flyfast.org
56 Version 2.0
1528’
#1
#2
Turning Rejoin
Once Lead has signaled with a wing rock and rolled into a turn,
#2 will f ly an inside the turn circle rejoin, when able. Number 3
and #4 will evaluate their position relative to the leader’s turn
circle. If outside, they will accelerate to get inside the TC as soon
as possible and, to preserve turning room, f ly toward the point
where the leader started his turn. Once inside the turn circle, #3
and #4 complete an inside the turn circle rejoin to the route posi-
tion. Then, they complete a cross-under to their corresponding
#3 position on the outside of the leader’s turn circle.
Parameters
Break interval: 3 seconds
In trail interval, following break: 6 seconds
In trail interval distance from Lead:
• #2 = 1338’ in trail (inside Lead’s turn circle)
• #3 = 2676’ in trail (outside Lead’s turn circle)
• #4 = 4014’ in trail (outside Lead’s turn circle)
Bank angle: 30°
5000’ agl
#4 G load: 1.14 G
Turn circle radius: 1528’
120 knots KIAS / 132 KTAS
Formation Fundamentals
Version 2.0 57
OVERSHOOT can easily keep #2 in sight and give him plenty of room
to maneuver. Once #2 has completed the rejoin via the
With the 4-ship rejoin, there are two additional aircraft in
overshoot, #3 and #4 can recommence their rejoins. Both
motion, moving up the bearing line toward Lead. When
should pull lead to reacquire the bearing line, push up the
executing individual rejoins, such as after a pitchout, the
power, and place Lead on the horizon, just as in any other
wingmen will “join by the numbers.” In other words, each
rejoin. Now, they both complete their rejoins by f lying
wingman will join on Lead, in turn. As an example, #4
Step 5 and 6. If #3 has excess Vc and cannot move direct-
will not join on #3 before #3 has rejoined with Lead. This
ly into the fingertip position on the outside of the turn,
allows #2 to overshoot, if required, and gives #3 and #4
he can use reduced power, speed brakes, and f ly a wider
time and space to react to this overshoot and preserve
echelon or fingertip position until his Vc allows him to
their ability to complete their own rejoin.
slide into normal fingertip position. Number 4 should not
The wingman will make a radio call to advise the f light complete his rejoin until #3 is in fingertip. Number 4 can
leader that he is executing the overshoot (“Bigdog 2, over- use the same procedures if excess Vc needs to be dissipat-
shooting”). Some signatories require that the overshoot- ed. Number 3 and #4 must not be overly aggressive dis-
ing wingman request permission to rejoin. sipating Vc and hurry to get into position. They must use
the same care completing their rejoins as #2 does when
Description using overshoot procedures.
Performance Guidelines
Number 2 should be the only wingman who needs to use
the overshoot/under-run option because he is rejoining
to the inside. The #3 and #4 rejoins include a controlled • Wingman will recognize the excess closure in a time-
overshoot to their corresponding position on the outside ly manner and in a smooth, controlled maneuver, ex-
of the leader’s turn circle, but if closure becomes exces- ecute the overshoot.
sive any wingman can use the overshoot to safely correct, • Number 3 and #4 will delay their rejoins, as required,
stabilize, and then reacquire the bearing line to effect the to keep #2 in sight and give him time and space to
rejoin. Number 4 does not complete his rejoin by crossing complete the rejoin via the overshoot.
over until #3 completes his rejoin.
• If #3 and/or #4 need to dissipate excess Vc, they will
If #2 overshoots, what #3 and #4 do depends on how se- do so in a controlled fashion on the outside of the
vere the overshoot is and how much time it takes for #2 to leader’s turn.
overshoot, and then complete his rejoin. Common Errors
• Not recognizing excessive closure
If #2’s overshoot is not too severe and is completed in
a very short amount of time, #3 and #4 may only need • Flying to a lateral position forward of Lead’s 3/9 line
to delay their rejoin by decreasing airspeed slightly and • After overshooting as #2, f lying to an elevation posi-
lagging off the bearing line to a sucked position leaving tion higher than Lead
space for #2 to reacquire the bearing line. Once #2 com- • After overshooting as #2, not making a radio call ad-
pletes his rejoin, #3 and #4 can speed up their rejoins by vising Lead of the overshoot
re-accelerating and pulling lead to reacquire the bearing
line and complete their rejoins. • Number 3 and/or #4 not giving #2 enough time or
space to complete the rejoin via the overshoot.
If #2’s overshoot is severe and time consuming, the best
position for #3 and #4 to f ly to is a co-speed in trail po- • Number 3 and/or #4 dissipating excess Vc on the out-
sition on the leader’s turn circle. This way, #3 and #4 side of the turn in an overly aggressive manner.
#3
#1
#2
#3
www.flyfast.org
58 Version 2.0
CHAPTER 7
OPERATING LIMITATIONS
T he dynamic nature of formation f light generates its
own particular operating limitations. In this chapter,
some of the more routine limitations are detailed.
TAKEOFF INTERVALS
There are two established protocols for determining spac-
ing between departing formation aircraft—lift-off inter-
Every situation cannot possibly be envisioned or antici- val and timed interval.
pated and not every potential scenario is presented here.
As always, it remains the responsibility of the pilot-in-
Lift-Off Interval
The fail-safe procedure for establishing spacing between
command to exercise judgement and take the necessary
departing aircraft is lift-off interval. Formation aircraft
action to deal with whatever may arise.
will not begin takeoff roll until the preceding aircraft has
lifted off (daylight under the main gear).
WARNING
The following are only suggested guidelines— Timed Interval
environmental conditions, aircraft limitations If the pilots are sufficiently proficient and there is ad-
or pilot proficiency may dictate more restrictive equate runway width to provide for a clear, safety lane,
protocols. a safe, timed interval may be accomplished, but only for
aircraft with adequate forward visibility. The safety con-
cept behind timed interval takeoffs is that preceding air-
TAKEOFF
craft, already in motion, are accelerating at a greater rate
than the trailing elements just releasing their brakes. This
The f light leader must evaluate runway conditions to creates a telescoping effect, providing an ever-increasing
determine what type of formation departure will be ex- distance between departing elements.
ecuted.
Formation Fundamentals
Version 2.0 59
Runway Length
During the landing phase, the telescoping effect seen dur-
For larger or turbine aircraft, with approach speeds ex-
ing takeoff is reversed and a compression effect occurs,
ceeding 100 knots, 3000’ is the minimum recommended
creating less and less spacing as the aircraft ahead decel-
threshold crossing spacing for hot/cold or staggered land-
erates to taxi speed. In addition, for element landings,
ing operations. When landing on narrower runways that
and for single-ship landings on narrow runways, there is
do not provide the option of a clear, passing lane, 6000’
no clear lane between landing aircraft.
feet is the recommended minimum threshold crossing
Available runway length will be also be reduced for any spacing.
aircraft or element landing long.
Landing Intervals: 120 knot Approach Speed
The f light leader must consider all these factors when de- pitchout interval 7½ sec 10 sec 15 sec
termining where and how to recover the f light. in-trail interval 15 sec 20 sec 30 sec
www.flyfast.org
60 Version 2.0
Formation Fundamentals
Version 2.0 61
CHAPTER 8
ABNORMAL PROCEDURES
T his chapter is designed to provide some guidance for
potential abnormal situations. Every possible sce-
nario cannot be detailed here, but the material presented
AIRBORNE EMERGENCIES
There are some circumstances, such as an engine failure
immediately after liftoff, where a pilot will act indepen-
may provide a basis for forming solutions to other unique
dently of the formation element. Normally, however, it is
situations.
in the best interests of the distressed pilot to maintain
GROUND ABORT element integrity, so as to benefit from mutual support.
If one or more wingmen abort prior to takeoff, the f light
The nature of the emergency will determine what support
leader will normally reassign f light positions and check
is required and which aircraft will be in the lead position
the f light in under the new configuration.
and which aircraft will be f lying chase.
If the f light leader aborts, the deputy lead, #3 will nor-
As a general rule, if the pilot of the emergency aircraft
mally assume control of the f light.
can talk, squawk, navigate, needs to spend time inside the
TAKEOFF ABORT aircraft to deal with the situation, or has a partial power
Takeoff aborts require prompt, coordinated action to pre- loss, he should lead. If the pilot of the emergency aircraft
vent the situation from becoming more dangerous. In an can’t do the above or has pitot/static problems, making
abort situation, the critical actions are to maintain air- the performance instruments unreliable, he should f ly as
craft control, maintain separation from other aircraft and the wingman.
communicate intentions.
The pilot of a distressed aircraft will advise Lead of the
Element Abort nature of the emergency, his intentions, and the assis-
During element takeoffs, normally when one pilot aborts, tance required. The f light leader will configure the f light
the other pilot will advance the throttle to the takeoff to provide maximum support and bring the emergency to
power setting and continue the takeoff. Two aircraft si- a safe conclusion.
multaneously aborting can complicate the situation, as
both pilots attempt to maintain aircraft control and steer If there is more than one element in the f light, the f light
clear of the other aircraft. leader will normally separate the elements. The leader
will direct the emergency element to return to base (RTB)
If both Lead and the wingman must abort because of an and clear the non-emergency element to either continue
obstructed runway or other circumstance, Lead will an- with an alternate mission, RTB, or f ly in a support role for
nounce the element abort over the radio and include the the emergency element.
term “f light” to indicate that the entire f light is directed
to abort: “Bigdog 1 f light, abort, abort, abort.” Following If the f light leader is f lying the distressed aircraft, he
such a call, Lead’s wingman and all following elements may elect, depending on the circumstances, to hand off
in the f light will hold position or, if in motion, abort the responsibility for the f light to the deputy lead, or other
takeoff. f light member.
www.flyfast.org
62 Version 2.0
If the wingman is f lying in extended trail or is otherwise The HEFOE signal is only used when radio communica-
not in close proximity to Lead, wait until the f light leader tion is not possible and is given in two steps. First, hold a
has rejoined the f light before maneuvering into route and clenched fist up to your forehead and, second, hold up the
attempting to gain Lead’s attention. number of fingers corresponding to the condition:
If the f light leader loses the ability to transmit/receive, • Hydraulic/pneumatic = one finger
he should use the appropriate signals to convey the radio • Electric = two fingers
failure and then transfer control of the f light to another • Fuel = three fingers
pilot, using lead change procedures.
• Oxygen = four fingers
A formation landing or an approach to a drop off on final, • Engine = five fingers
at or above 300 feet agl, should be f lown with the NORDO
aircraft in the wing position, unless circumstances dic- KNOCK-IT-OFF (KIO)
tate otherwise. The leading pilot will make all appropri- The term “Knock-it-off ” is used to cease the maneuver-
ate radio calls and coordinate the go-around, if required. ing of all aircraft in the f light, mass formation, or tacti-
cal scenario when safety of f light is a factor or doubt or
If using a formation landing to recover the NORDO air- confusion exists.
craft, use standard formation landing procedures. If using
drop off procedures, on final, once the distressed aircraft Examples of Safety of Flight Factors
is in a position to execute a safe landing and has received • Loss of situational awareness that can’t be regained
landing clearance, (for towered airport), the leading pilot
• Violation of briefed area boundaries
will use the “you have the lead” hand signal to indicate
to the distressed pilot that landing clearance has been re- • Flight through minimum altitude has or is about to
ceived. The leading pilot will then execute a go around occur
and re-enter the traffic pattern. The distressed aircraft • Weather below minimums required to safely conduct
will land or, if unable, will also execute a go around and, the mission
if necessary, rejoin on the leading aircraft for another at-
• Aircraft malfunction affecting safety of f light
tempt.
• Recognized radio failure
If the approach is executed from a 360° overhead pattern
• Non-briefed/non-participating aircraft/f light enters
at a towered airport, the NORDO pilot should be alert to
the working area and is detrimental to the safe con-
landing clearance as indicated by light signals from the
duct of the mission
tower controller.
Intercom Failure
• Over G/exceeding briefed f light parameters
Formation Fundamentals
Version 2.0 63
4. If the reason for the KIO cannot be eliminated (such listed KIO procedures.
as an aircraft emergency, deteriorating weather, or
changing airfield conditions), determine the proper In the following 2-ship example, “Bigdog 2 has fallen out
course of action to render assistance as required and of the extended trail cone and is unable to get back inside.
RTB in an appropriate manner. “Bigdog 2, terminate, outside the cone”
5. In all cases, be directive to the wingmen. “Bigdog 1, terminate”
Upon hearing the KIO call or observing a continuous “Bigdog 2, terminate”
wing rock, the wingmen will do the following:
“Bigdog 1 f lies a predictable f light path allowing “Bigdog
1. Cease maneuvering, clear their f light path, and main- 2 to f ly back inside the cone. “Bigdog 1 instructs “Big-
tain current relative position. dog 2 to call in when ready to recommence maneuvering.
2. Acknowledge the KIO call in order when the f light “Bigdog 2 calls “in” and “Bigdog 1 recommences extended
lead initiates the call. trail maneuvering.
3. If a wingman makes the initial KIO call, give the If the “Terminate” call is made in a mass formation or
f light lead the reasons for the call when asked. tactical scenario, all affected aircraft/f lights will comply
4. If any wingman loses sight of preceding aircraft, call with the Terminate procedures. Additionally, they will:
“blind” and execute a break out, as required.
1. Cease maneuvering with the terminating aircraft,
5. Provide directive calls to other f light members. These f light, or signatory.
include position, heading, altitude, roll and push/pull
2. Deconf lict f light paths and, as required, climb/de-
calls to help them reacquire/maintain a visual, de-
scend to a safe altitude (1000 feet AGL minimum) or
conf lict f light paths, and avoid ground contact.
assigned altitude or altitude block.
6. Acknowledge and comply with all f light lead direc-
3. Comply with Air Boss instructions or other SPINS.
tions to resume the mission profile or deal with the
KIO situation. BREAK OUT
In the following example, “Bigdog 3 recognizes an im- The purpose of a break out is to ensure immediate separa-
pending violation of the briefed hard deck: tion and to avoid a mid-air collision.
“Bigdog 3, knock-it-off, hard deck” A wingman must break out of the formation if:
“Bigdog 1, knock it off ” • He loses sight of his reference aircraft
“Bigdog 2, knock it off ” • He is unable to rejoin or stay in formation without
crossing directly under or in front of Lead
“Bigdog 3, knock it off ”
• He feels his presence in the formation constitutes a
“Bigdog 4, knock it off ”
hazard.
To recommence the f light profile, the f light leader will • When directed to do so by Lead
climb the f light to an altitude above the hard deck, ad-
vise the f light, get an acknowledgement, and then recom- If you have lost sight, clear, then break in the safest di-
mence maneuvering. rection away from the last know position or f light path
of Lead and other aircraft. One technique—look for blue
If a KIO occurs in a mass formation or tactical employ-
sky and pull, is appropriate for many situations, but there
ment scenario, f light members of individual f lights will
may be conditions where you would actually pull toward
comply with the above procedures. The Mission Com-
the ground, depending on your attitude and relative loca-
mander and f light leaders will then comply with Air Boss
tion to the rest of the f light. Call the breakout and your
instructions or other special instructions (SPINS).
altitude:
TERMINATE “Bigdog 2, breaking out, climbing to 4500 feet.”
The term “Terminate” is used to cease the maneuvering
of all aircraft in a specific f light when learning objec- After gaining safe separation, you should confirm that
tives are achieved or are not achievable. Terminate is used Lead is, or is not, in sight and transmit this information
when safety of f light is not a factor. to him. If you have visual contact, maintain it and f ly to
Terminate Procedures
remain in your current formation position. Then, trans-
mit as much of the following information, as required, to
Terminate procedures are normally initiated over the ra- help the leader reacquire his visual:
dio. In tactical scenarios, the terminating aircraft will
also add a wing rock to the radio call when airspeed and 1. Position
altitude permit. The procedures are identical to the above 2. Elevation
www.flyfast.org
64 Version 2.0
3. Distance away
The Visual Aircraft
“Bigdog 2, visual on 1. “Bigdog 1, the visual is at your left If Lead has not lost visual with the wing pilot, he will help
8 o’clock, slightly high, 2000 feet” the wingman reacquire visual contact by transmitting his
position from the wingman’s perspective, using the previ-
If the leader replies with “visual,” follow his instructions ously discussed format:
to either rejoin the f light or RTB.
“Bigdog 1, visual, “Bigdog 2, the visual is your right, two
If he replies “ blind,” maintain your relative position and o’clock high, 700 feet”
transmit another visual call. If environmental factors or
look angles are hampering the leader’s visual ability, di- In this situation, “Bigdog 2 simply needs to look to his
rect him to turn so you can establish a near line abreast two o’clock high to attempt to reacquire Lead. In all cases,
and parallel position. Lead should be directive and ensure altitude separation, if
required. Lead will then decide on the appropriate course
“Bigdog 1, check 45 left. The visual will be your left 9 of action.
o’clock, slightly high, 1000 feet”
Both Aircraft Blind
Continue doing this until the Leader reacquires the vi- Both pilots will use the previously discussed procedures
sual. to pass SA in their respective “blind” calls. If the leader
briefed a no-sight rejoin ground reference point, he can
If the wingman is blind, he should establish an orbit pat-
direct all blind wingman to proceed to this point to rejoin
tern and transmit the following information, as required,
the f light. If a no-sight ground reference point was not
to give the leader SA:
briefed or to expedite the rejoin, the leader can anchor
1. Position the f light by either establishing an orbit over a prominent
2. Altitude ground reference point, or directing the wingman to do
so. All blind wingmen then proceed to the reference point
“Bigdog 2, blind, over the racetrack, 4,500’, left turning
at their de-conf licted altitudes to rejoin the f light as di-
pattern”
rected by the leader.
If the leader calls “visual,” follow his directions to either
Directing a wingman to RTB single-ship is also an option.
RTB or rejoin.
COORDINATION & SUPPORT FOR
DAMAGED OR DISABLED AIRCRAFT
If the leader calls “ blind,” follow the procedures in the
“Both Aircraft Blind” section.
Any number of situations can result in an aircraft becom-
If the f light is a 3-ship or 4-ship, any wingman who has ing partially or significantly disabled—mid-air collision,
the visual on the leader and the break out aircraft should bird strike, and mechanical failures are examples. If an
be ready to direct “blind” aircraft, as required, to expedi- aircraft is damaged or experiences a failure that could
tiously reacquire visual contact and enable the leader to compromise the controllability of the aircraft, the pilot
rejoin the f light. will make the “knock it off ” call with an explanation and
then request the lead position. The second pilot will as-
LOST SIGHT sume the chase position and provide whatever support is
There may be situations where you momentarily lose needed, such as navigation, communication, and emer-
sight of your reference aircraft, while maneuvering, and gency checklist response. If the pilot f lying the disabled
a breakout is not warranted. This occurs when spacing aircraft can talk, squawk, navigate and has reliable pitot-
between aircraft is such that, a mid-air collision is not an static systems, he should be given the lead.
Flying Chase
immediate concern. Examples would be losing sight after
rolling out from a pitch-out several thousand feet in trail,
or during f luid maneuvering exercises, such as extended The pilot providing coordination and support to a dis-
trail. tressed pilot will f ly a chase position, maneuvering in a
route position, offset up to 45° aspect angle either side of
The Blind Aircraft the leading, distressed aircraft. Since the distressed pilot
If the other aircraft is not in sight when anticipated and may be subject to loss of aircraft control, aircraft struc-
proximity does not warrant immediate breakout, you will tural failure or bailout/ejection, it is critical that the chase
notify the f light using the term “blind,” and state altitude: pilot f ly only as close as is necessary to provide obser-
“Bigdog 2, blind, 5500 feet” vation and support without creating a further hazard or
distracting the distressed pilot.
In some cases, heading information may be useful but
avoid long transmissions or descriptions. If visual contact
is regained, do not rejoin until directed to do so by your
f light or element leader.
Formation Fundamentals
Version 2.0 65
www.flyfast.org
66 Version 2.0
CHAPTER 9
COMMUNICATION
C ommunication is the glue holding all formations to-
gether. In formation, there are three forms of com-
munication:
#2: “Bigdog 2”
#3: “Bigdog 3”
Or, #2: “2”
#3: “3”
#4: “Bigdog 4” #4: “4”
1. Voice
2. Hand Signals It is important to note that this basic communication pro-
cedure is not limited to calls made by the f light lead—any
3. Aircraft Signals f light member initiating a call will use the receiver’s full
Many of the commands and messages can be given using call sign to preclude confusion. The f light member the
any of the above three options. Some can only be done call was addressed to will acknowledge with his full call
using one option. sign. For instance:
All three forms of communication are based on a two- “Bigdog 1, “Bigdog 4, gimme one”
step process: “Bigdog 1”
• Step 1 is the command or the message Frequency Change & Check-In Procedure
• Step 2 is the acknowledgement All f light members must maintain the capability to com-
municate with one another. Check-in and frequency
This chapter will cover all three forms of communication
switching procedures are critical to achieving this objec-
in detail.
tive. When acknowledging simple instructions such as a
VOICE COMMUNICATION frequency change or check-in, within the f light and in
Voice is the primary means of communication between sequence, wingmen may respond with position number
the f light leader and other f light members. All commu- only, unless briefed otherwise. On the other hand, if re-
nication must be clearly understood by every f light mem- sponding out of sequence, or if separated from the f light,
ber. Radio discipline requires not only clarity and brevity revert to full call sign use to avoid confusion.
in the message, but limiting unnecessary transmissions.
#1: “Bigdog 1, 121.8, go”
TWO-STEP MESSAGE PROCESS #2: “2”
Step 1 in voice communications is a two-part command
#3: “3”
or message process. The first part of any radio call is the
attention or preparatory portion. This part serves to alert #4: “4”
the listener that a message is coming and to specify to
whom the call is directed. The attention part should al- With all pilots responding, the entire f light will then
ways be the receiver’s full call sign regardless of who initi- switch to the new frequency. If one or more pilots do
ates the call. not respond, the pilots who do respond will do so, in se-
quence, after a pause for the non-responding pilot. The
“Bigdog 1...” (call sign for entire f light) responding pilots will then switch to the new frequency.
The second part is the instruction/execution portion and It is Lead’s responsibility to sort out the comm problem—
it tells the f light member, or members, the action to be once this is accomplished, he will then initiate the check-
taken or information to be passed: in, with the wingmen responding sequentially with posi-
tion numbers or full call signs, as briefed.
“...extended trail, go”
#1: “Bigdog 1, check”
Step 2, the acknowledgement, depends on wether the mes-
#2: “2”
sage was understood or not. If it was, the wingmen will
acknowledge, in order, with just their call sign. If it was #3: “3”
not understood, wingmen should, again, acknowledge in #4: “4”
order with their call sign and a request for clarification.
“Bigdog 2, say again” At this point, the leader knows that all f light members
are on the same frequency and he can now proceed with
The f light members should acknowledge with full call normal ops transmissions. This process of check-ins and
sign, or position only, as briefed, and any information re- frequency change protocols will be used on the ground or
quested. in f light, as briefed.
Formation Fundamentals
Version 2.0 67
NOTE
Air Traffic Control Calls
Whenever the f light lead talks to an ATC facility for the
The f light leader will include the number of air-
first time, he should include the number of aircraft in the
craft in the f light and his tail number on initial
f light. This will maximize ATC’s situation awareness.
contact with air traffic control, unless tactical
callsigns have been previously approved: “Easton Ground, “Bigdog 1, f light of four, west ramp, taxi
“Knoxville Ground, November Five Five Echo Mike, with Bravo.”
f light of four, taxi with information kilo”
On subsequent calls to the same facility, the f light lead
can drop the “ f light of four” and just use the f light call
Go Verses Push sign.
The f light leader has the option of using the term “go” “Bigdog 1, taxi to runway 22”
or “push” when directing the f light to change frequency.
“Bigdog 1, tac 2, go” or, “Bigdog 1, tac 2, push” The use of the word “f light,” as part of the callsign, is op-
tional, at the discretion of Lead, at all other times, but its
When the term “go” is used, all wingmen will acknowl- use is not necessary.
edge with their full callsign or position, as briefed, prior
to switching to the new frequency. The f light leader will
then check the wingmen in on the new frequency.
When the term “push” is used, the wingmen will not ac-
knowledge the command and will simply switch to the
new frequency. The f light leader will then check the
wingmen in on the new frequency.
www.flyfast.org
68 Version 2.0
Change frequency
Formation Fundamentals
Version 2.0 69
Climb
Palm f lat, motioning in a forward
and upward direction
Descend
Cross-under, #2
www.flyfast.org
70 Version 2.0
Pitchout
Clenched fist, with index finger held
up and rotated, followed by number
Speed Brakes of fingers raised to indicate break in-
Stack Up Hand up, palm forward, with head terval in seconds
Palm of hand facing upward with up- nod for execution
ward motion Pitch out (first signal)
Formation Fundamentals
Version 2.0 71
Kiss Off Lead change, accepting pilot (1st signal) Oxygen Check
Optional salute or other similar sig- Cup hand over mask, followed by
nal given by Lead just before he initi- query in the form of an OK sign (cir-
ates a pitchout, symbolically “kissing cle formed by touching ends of thumb
them off ” as the f light separates into and forefinger, other fingers extended
individual aircraft
Oxygen check
Kiss off—salute
www.flyfast.org
72 Version 2.0
Can’t Hear
Hand clutched to throat in a choking
motion
Move f lat palm back and forth across
Stop squawk (transponder off) the ear
Can’t hear
Formation Fundamentals
Version 2.0 73
Fingertip to Trail
Lead will acknowledge the “joker” call and prioritize any
remaining maneuvers, as briefed, and plan to recover the
Lead gently porpoises aircraft several times f light not later than bingo.
www.flyfast.org
74 Version 2.0
Rendezvous
similar aircraft formation, careful consideration should
be given to each aircraft’s operating parameters and fuel
endurance. In this situation, it is advisable to reference This term will apply to all beyond visual range formations
fuel reporting in time rather than gallons or liters—given intending to assemble using a geographic, latitude/longi-
as total time remaining until out of usable fuel. If any tude, or VOR radial/DME reference point:
f light member calls bingo, Lead will acknowledge the 1. Single/multiple f lights or mass formations of aircraft
“bingo” call and immediately cease area work and begin departing from the same or different airfield(s) with
recovery to the planned destination. no intention of maneuvering as a single formation
but intending to start an air show, mission, or tactical
The wingmen will typically burn more fuel than Lead,
employment scenario from a common starting point.
so monitoring fuel will be important. Lead will consider
this in designing and executing the f light profile or cross 2. Single/multiple f lights or mass formations of aircraft
country mission. However, each wingman has the respon- departing from the same or different airfield(s) in-
sibility of monitoring fuel state. Wingmen will always tending to maneuver as a single mass formation start-
inform the f light leader, even if already on the recovery, ing an air show, mission, or tactical employment sce-
when reaching joker or bingo and get an acknowledgment. nario from a common starting point.
Formation Fundamentals
Version 2.0 75
APPENDIX A
GLOSSARY
ACUTE CLOSURE RATE (Vc)
In normal f light, forward of the standard or briefed posi- Relative velocity of one aircraft in relation to another.
tion. In turning rejoins, forward of the desired bearing Contains both a geometric and airspeed component. Can
line and at a high aspect angle. be a positive, negative, or zero value.
ASPECT ANGLE DASH ONE, TWO, THREE, FOUR
The angle from the leader to the wingman, measured A US Navy term to refer to successive wingman in a f light.
from the leads six o’clock. Wingman heading has no EXTENDED TRAIL
bearing on AA. Flying directly aft of lead is zero degrees A 2-, 3-, or 4-ship formation designed to teach the use
aspect, abeam is 90 degrees and directly in front is 180 of lead, lag, and pure pursuit procedures to stay within
degrees AA. a prescribed maneuvering cone behind a preceding air-
ANGLE OFF (AO) craft. To enhance this training, all aircraft match engine
Also called Heading Crossing Angle (HCA). The angu- power then lock throttles. Maneuvers include hard turns,
lar difference between the longitudinal axis of leader and turn reversals, and lazy-eights.
wingman. The difference in headings between aircraft. ELEMENT
ABORT A f light of two aircraft. The section is the basic fighting
Directive to cease current operation or inform others element and is self-supporting covering each other’s six
of your intentions, such as during an aborted formation o’clock in combat (real or otherwise), and providing back-
takeoff. up on routine f lights with radio or equipment malfunc-
ALPHA CHECK tions in addition to moral support and good company. US
Request for a bearing and range to a described point, such Navy historically refers to this as a Section,
as the home airfield: ENERGY (Ps)
“Bigdog 2, request alpha check to field.” A term describing the current state of conditions with
regard to altitude and airspeed of an aircraft. Altitude
BOGEY ref lects an aircraft’s potential energy, while airspeed re-
A visual contact who’s identity is unknown. f lects kinetic energy. Either may be transferred between
CONTINUE the two as required.
Directive instruction to continue maneuvering. FLIGHT INTEGRITY
BUTTON The ability of the wingman to maintain proper relative
Term describing a preset frequency, as in: position while the f light is maneuvering.
“Bigdog 1, button 2, go.” FLIGHT
Two or more aircraft f lying under the direction of a des-
BEARING LINE
ignated f light leader.
The line angled off the lead’s nose as f lown by the wing-
men. FLUID MANEUVERING
The opposite of Parade/Close/ Fingertip formation. Air-
BINGO FUEL
craft f ly defined range and offset parameters, but maneu-
The fuel state at which the f light must return to base. A
ver relative to one another. Extended Trail and Tail Chase
predetermined fuel figure remaining in gallons, pounds,
are Fluid Maneuvering formations
or minutes which will allow return to base plus sufficient
overhead reserve. When the wingman signals bingo fuel, FLUID FOUR
the leader acknowledges and heads for base. A formation consisting of four aircraft in which the ele-
ment leads f ly a tactical position off one another and the
CALL SIGN
wingmen f ly extended trail position off their respective
The word and position number that designates a f light
element leaders.
and the members in it. Usually selected by the f light lead-
er for that particular mission, such as “Bigdog 1.” During FIGHTING WING
f light, the leader and wingmen are referred to by their A 2-ship formation using the same maneuvering cone as
position numbers—”Bigdog 1, “Bigdog 2, “Bigdog 3.” extended trail. In tactical formation, it provides mutual
support and maximum maneuverability. Maneuvers in-
CROSS-UNDER
clude hard turns, turn reversals, lazy-eights, loops, rolls,
A maneuver to change the position of a wingman from
cloverleafs, Immelmans, and the split S.
one side of lead to the other.
www.flyfast.org
76 Version 2.0
Formation Fundamentals
Version 2.0 77
www.flyfast.org