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Archive / FAA Balloon Flying Handbook / FAA Balloon Flying Handbook: Chapter 3 — Preflight Planning

Chapter 3 — Preflight Planning

Chapter 3 — Preflight Planning — Part 1

FAA-H-8083-11B (2024)

Introduction

Flight planning starts long in advance of the few hours before the launch. Title 14 of the Code of Federal Regulations (14

CFR) part 91, section 91.103 states: “Each pilot in command (PIC) shall, before beginning a flight, become familiar with

all available information concerning that flight…(to include) weather reports and forecasts, fuel requirements…(and)

other reliable information appropriate to the aircraft, relating to aircraft performance under expected values of airport

elevation,…aircraft gross weight, and wind and temperature.”

The practical test standards (PTS), for both Private and Commercial certificates, indicate a number of items that must be

considered, evaluated, and planned in the execution of a safe flight. Some of these items are the use and interpretation of

weather data to plan a flight, the use and interpretation of aeronautical charts and local area maps, and performance and

limitation of the balloon.

Weather Theory and Reports will be covered in some detail in Chapter 4 and The National Airspace System (NAS) will

be reviewed in Chapter 5. The following discussions assume familiarity with both subjects, and will introduce a number

of other new subjects.

Purpose of Flight

Preflight planning will vary according to the flight’s purpose. For example, if a training flight is planned, more detailed

attention to map work and performance planning may be appropriate. If a passenger-carrying flight is being undertaken,

a meeting point for the passengers and crew will need to be designated, and refreshments will need to be planned. If the

flight is to participate in an organized rally, particular attention must be paid to weather trends and wind plotting, to ensure

the pilot is able to reach the intended target or landing area. These type of considerations are part of the initial balloon

preflight planning process.

Weather

A good balloon pilot studies the weather several days before the day of the flight in order to understand the weather trends,

cycles, and the correlation of weather report information with the actual weather in a particular flying area. Most, if not all,

weather reporting information is computed for a large regional area, whereas balloon flying is generally conducted in an

area about 15 square miles. When a balloon pilot makes the correlation between the weather outlooks and forecasts, and

how that will impact winds and environment in the local flying area, they are well on the way to understanding the effects

of weather on preflight planning, as well as the balloon flight.

Particular attention should be paid to the location and movement of pressure systems and the jet stream, frontal activity,

temperatures in front of and behind frontal zones, and winds. As the proposed flight date draws closer, a reasonable

prediction of possible weather can be forecast, but a pilot must remember that a weather forecast more than 72 hours

prior to a flight is not an absolute. It is also worthwhile to watch local and nationally televised weather broadcasts to gain

insights on the weather systems that may be affecting the desired flying area at the time of the flight.

Unofficial sources of weather information can also prove helpful for obtaining weather information about a particular area.

It is beneficial to contact balloon pilots who fly in the area of intended flight to learn of nuances in the weather patterns,

especially during initial training or when flying in a new area. Another source of information for weather is pilots who fly

other types of aircraft in the proposed flight area. They can be located through the local airport’s fixed base operator (FBO).

People who make their living outside, particularly farmers, have a unique perspective on local weather. They often offer

weather information on local weather that is unavailable through a commercial source.

Chapter 3: Preflight Planning

When possible, it is valuable for a balloon pilot to visit the local National Weather Service (NWS) office. [ Figure 3-1]

NWS provides information and sources for a number of weather products, which must be considered in the weather

planning process. A visit to the NWS office also gives a balloonist the opportunity to talk with the individuals who provide

the weather information used in the briefings. NWS can provide the balloonist with a clear explanation of what products

and information are required to make an intelligent flight decision.

Figure 3-1. National Weather Service Office, Falcon Field, Peachtree City, Georgia.

The night before a flight is anticipated (or in the morning, in the event of an afternoon flight), a call should be made to the

Flight Service Station (FSS) for an outlook briefing. These are generally available 6 hours or more before a specific flight

period. (There are three different types of briefings available: standard, abbreviated, and outlook. They will be discussed

in more detail in Chapter 4, Weather Theory and Reports). This briefing information is used to make tentative decisions

regarding the flight, such as go/no-go, and potential directions of travel. Additionally, a pilot should pay particular attention

to local and regional forecasts in the media, as they may provide information specific to the area of flight.

Prior to flight, a standard briefing should be obtained from the FSS. This briefing will contain the most recent weather

information and data, and will serve either to verify information obtained through other sources, or validate the possibility

of a go/no-go decision. It is also helpful to check one or more automated weather reporting sites, such as the Automatic

Terminal Information Service (ATIS) or Automatic Weather Observing System (AWOS) that are close to the intended

flying area. ATIS and AWOS provide the advantage of a real-time, immediate information source. They may be contacted

by telephone, or often monitored by aviation radio. Phone numbers for the ATIS and AWOS systems may be found in the

Airport/Facility Directory (A/FD). Radio frequencies for the ATIS and AWOS are shown on aviation sectional charts.

Gathering weather information en route to the launch site can be done by searching for indications of current winds. For

example, observe how the leaves on a tree move, track the smoke from a factory smokestack, or notice the direction a flag

blows. All of these signs give good indications of the current winds, both on the ground and at low altitude. Once at the

launch site, or possible launch site, most experienced pilots inflate and release a pibal (pilot balloon) to assess on site wind

speeds and direction. [Figure 3-2]

Figure 3-2. Preparing to release a pibal.

Many pilots develop historical data on weather conditions in their home flying areas. When shared with the beginning

pilot, this weather data provides a wealth of information on trends and cycles. The comparison of individual predictions

with actual weather experienced offers understanding and insight into micro-area weather conditions. Comparison of

weather reports from nearby weather reporting stations with the actual weather experienced is also be an excellent learning

tool. This exercise provides insight into the weather patterns common in a particular flying area. See Appendix A for a

sample weather briefing checklist that may be used as a guide to develop personal forms for recording weather briefings.

There are numerous sources of weather information available on the Internet. These include but are not limited to websites

operated by the NWS, Intellicast, and Unisys. Other websites devoted to weather and ballooning include but are not limited

to Blastvalve, Air Sports Net, the Balloon Federation of America, and Vermillion Regional Airport.

Some weather related tips are:

• Forecasts are a good place to start, but are not the end of weather planning. Unforecast events happen continuously.

Proficiency in understanding small area weather is necessary, and can only be developed with practice and experience.

• Balloons generally fly early in the morning, within the first two hours after sunrise, to avoid unstable conditions,

which may prove to be hazardous to balloon flights and operations. It may be possible to fly in the late afternoon,

within an hour or two of sunset, when thermal effects are calming down and winds are usually decreasing.

• Almost all balloon flying is done in relatively benign weather conditions and mild winds. Most pilots prefer to

launch and fly in winds less than 7 knots. While balloon flying is performed in higher winds, pilots accept that the

faster the winds, the more they are exposed to risk and injury. Balloon flight manuals list the maximum launch winds

for a particular balloon; this information, as well as personal limitations, are considerations for any pilot.

• Balloons do not fly in significant (or unstable) weather. A balloon should not be launched in the face of a squall line,

or during a tornado warning or watch.

• Flying in precipitation is a bad practice. Rainwater (or any frozen precipitation) on the balloon causes it to get

wet and become heavier, often to the point of being unable to maintain altitude without exceeding temperature

limitations of the envelope. A wet envelope heated to flight temperatures can be seriously damaged because the

heat often causes fabric coatings and treatments to degrade, decreasing the life of the fabric. If a balloon gets wet, it

should never be dried out by the application of heat to the point of equilibrium, or neutral buoyancy.

• Precipitation also often causes the atmosphere to become increasingly unstable. Downdrafts, wind gusts, and the

possibility of hail and lightning follow. The pilot may be the last one to know that it is raining because the balloon

will shield them from the precipitation. Ground crew can detect the slightest trace of precipitation before a pilot

does, and need to communicate this information immediately to the pilot. In the face of possible precipitation,

cancellation of the flight is the best plan.

Navigation

Navigation of a balloon is unlike that of any other aircraft because it cannot be steered in the conventional sense. Directional

control is achieved through the use of differing wind directions at different altitudes. With effort, study, and some practice,

it is possible for a balloon pilot to determine a point on the ground at some distance, and fly to it with relative ease and

accuracy.

The first step in learning balloon navigation is understanding the maps used in balloon flight. Two types of maps are

used: sectional aeronautical charts and local topographical maps. Both have their uses and each has advantages and

disadvantages. Another type of map may be available to the balloon pilot. This is a local area map developed by the local

balloon club which shows prohibited zones and sensitive areas.

Sectional aeronautical charts (or sectionals) are published on a routine basis by the National Aeronautical Charting Office

(NACO), a division of the Federal Aviation Administration (FAA). [Figure 3-3] These charts are at a scale of 1:500,000

(one inch representing 500,000 inches on the ground, or about 7.9 miles), are similar to an automobile road map, and

provide useful information to a balloon pilot flying under visual flight rules (VFR). Charts are generally named for the

most prominent city contained within the area of the sectional chart.

Figure 3-3. Sectional chart depicting the Atlanta-Hartsfield-Jackson International Airport Class B airspace.

There are also sectional charts with a smaller scale, 1:250,000, to represent the areas immediately surrounding Class B

airspace, which is the airspace surrounding major air traffic facilities in the United States. Airspace is discussed in detail in

Chapter 5, The National Airspace System. These charts (commonly referred to as terminal area charts) show a significantly

increased level of detail, and, if available, may be of more value than a standard sectional.

Sectionals depict many different things, including controlled and uncontrolled airspace, airports, major roads and highways,

cities and small towns, etc. They also indicate obstacles to flight, such as major transmission lines, radio, TV , and water

towers, smokestacks, and other items. The legend of the sectional provides a means to identify these landmarks. A more

detailed explanation of sectionals and the information they contain, is found in the FAA Aeronautical Chart User’s Guide.

This publication may be found at many pilot supply stores where sectionals are sold, or may be purchased online, along

with the maps themselves. In addition to purchasing sectional maps or topographic maps, that downloadable programs for

visual media such as tablets, phones or other portable media, that have subscriptions available with updates are becoming

more popular and integrate the maps with GPS real time flight tracking.

Pilots review the sectional chart and familiarize themselves with the airspace they may be using when flying in a new area

or refreshing their memory of a frequently flown area. The sectional helps a pilot determine obstacles to flight (towers,

powerlines, etc), as well as locating landmarks for use during the flight. While sectionals offer much valuable information

on an area, their lack of resolution on a small scale means they do not provide enough information for a balloon flight. The

length of the average balloon flight is 6 to 8 miles. On the sectional, this equates to the distance between the first joint and

tip of one’s thumb. This lack of significant detail is a disadvantage for navigation in a balloon, but sectionals are useful as

a source of general information about a given area.

A good topographic chart, such as the commercially available United States Geological Survey (USGS) maps offer more

value to the balloon pilot. These maps depict information on a relatively small scale and are more useful to the balloon

pilot. They show individual terrain features such as roads and road networks, built up areas, schools and churches, and will

indicate wooded areas, as well as open pasture land. [Figure 3-4]

Figure 3-4. Detailed topological map.

With any map, it is important to insure the map is current and has an accurate depiction of north. To check the orientation

of a map, select one particular road or feature with a specific directional orientation. Then orient the map to that feature,

matching the direction of the road with the map. Place a compass (preferably a sighting compass) on the map to determine

the azimuth. Use the same compass that will be used for computing the flight path. Ensure that nothing is affecting the

compass reading. It is important to distinguish “true north,” used by most cartographers, and “magnetic north,” as indicated

on the compass. Once the azimuth is established, sketch a compass rose, or place a “stick-on” type compass rose on the

map.

Once the map is oriented and aligned to north, fill in other information as necessary as reminders. For example, airspace

that may preclude balloon operations, local no-fly areas, or areas with potential landowner relations problems should be

marked. If the pilot is flying competitively, they may elect to mark designated “targets” on the map for ease in identifying

them at a later time.

Perhaps the most underutilized use of maps is predicting likely flight paths, landmarks, and potential landing sites. Using

the simple technique outlined below, this field technique allows pilots accurate real time and on-site weather data for flight

planning information. A pilot needs to know where they are going in order to plan how to get there. This is a necessary

part of flight planning, and learning the basic skills and knowledge required to plot this information improves the flight

experience.

Pat Cannon, a former BFA National Champion and competitive pilot, developed a technique derived from a NWS procedure

(that was later modified) to plot the information obtained from a pibal reading. This procedure requires a pencil, large

square graph paper, an aviation plotter, pibals, the compass used to calibrate the map, and a watch with a sweep second

hand. Two assumptions are made with this procedure. First, most pibals rise at an average rate of 300 feet per minute (fpm).

(A chart of pibal climb rates can be found in Appendix B.) Therefore, after 30 seconds, a pibal will be approximately 150

feet above ground level (AGL).

Second, for the purposes of this exercise, the winds do not have any significant speed changes.

Prior to starting the plot, a scale depicting the wind speed must be established. In this example illustrated, two squares on

the graph paper will represent a wind speed of 5 miles per hour (mph). In the absence of a wind meter, or other accurate

wind reading, a rough estimate of the wind speed may be made using the technique shown in Figure 3-5.

inds m

ore than 5 kts. Winds less than 5 kts.

0° to 45°

45° to 90°

Figure 3-5. A method for determining wind speed

To begin plotting the pibal recording information, release the pibal and track it with the compass. After 30 seconds, take

a reading and make a mark on the graph paper to represent the start point. Make a second mark to represent the direction

plotted. In Figure 3-6, a track of 300° at 5 mph is depicted. Label the first two points “A” and “B.” For wind speeds that

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