Incident Review Meeting Guidance Material & Presentation Template Incident Review Meeting 1 Introduction to the Template This template allows Safety Managers to analyze events using the TEM framework in conjunction with the Bow Tie Model The TEM framework helps to underline the classification system used by IATA to determine contributing factors, in incidents and accidents These factors can be viewed as Threats, failed Preventive Defenses (including Error Management) resulting in Undesired Aircraft States The Undesired Aircraft States is then managed through Recovery Defenses (including Undesired Aircraft State Management) to prevent or not prevent the Accident or Incident An example is provided to illustrate the steps that can be followed to analyze events in this manner IRM speakers are reminded that: this is not intended to be a complete Bow Tie Analysis this format is optional Incident Review Meeting 2 IRM presenters are asked to ensure they clearly define: Safety enhancements What was learned? What was changed? Lessons learned for IRM attendees What should attendees consider checking and/or changing at their own operation? Key messages for Safety Group What should the Safety Group act on? Incident Review Meeting 3 The IRM presentations are an integral part of IATA’s and the Safety Group’s hazard identification process All presentations are welcome, even short ones Presentations must have take aways for IRM attendees and Safety Group Incident Review Meeting 4 Incident Review Meeting 5 Latent Conditions Conditions present in the system before the accident, made evident by triggering factors Incident Review Meeting 6 Latent Conditions: Examples Deficiencies in: Design factors Safety management Training Standard Operating Procedures Selection systems Etc. Incident Review Meeting 7 Threats Factors external to the flight deck that increase the complexity of flight operations and which are realized through a triggering event Incident Review Meeting 8 Threats: Examples Flight/Cabin Crew errors Distractions Passenger events ATC errors Terrain Weather Similar call signs Maintenance errors Time pressures Ground crew errors Flight diversions System malfunctions Heavy traffic Unfamiliar airports Automation events Missed approaches Incident Review Meeting 9 Bow Tie Model END STATES ACCIDENT/INCIDENT Preventive DEFENSES Threat RECOVERY DEFENSES ASR, GHR, Ext… Threat Threat Threat Threat Threat Incident Review Meeting LOC CFIT Runway Collision U.E. Undesired Unwanted Aircraft State Events Altitude Deviation Unstabilized Approach Runway Incursion, Unsecured Loading ATC Comm. Loss, etc. 10 Mid-Air Collision Runway Excursion Other Damages (Flight) Other Damages (Ground) Threats List the Threats that were realized in the triggering event or events Incident Review Meeting 11 Preventive Defenses What are the specific mechanisms that should have helped prevent the undesired aircraft state? Examples: policies, procedures, training Which of these defenses/barriers failed? Why? What caused the these defenses/barriers to fail? Incident Review Meeting 12 UAS: Examples Aircraft Handling: Lateral, vertical or speed deviation Operation Outside Aircraft Limitations Unstable approach Ground Navigation: Runway / taxiway incursion Proceeding towards wrong taxiway / runway Wrong hold spot Incorrect aircraft configurations Systems Landing gear Flight controls Incident Review Meeting 13 Undesired Aircraft States (UAS) Describe the Undesired Aircraft State Incident Review Meeting 14 Recovery Defenses List the Recovery Defenses that either prevented or failed to prevent the Accident or Incident from occurring Explain the specific mechanisms which should have helped recover from the unsafe event? Which of these failed? Why? What caused these to fail? Incident Review Meeting 15 End States End States are reportable events: Incidents Accidents Tailstrike Undershoot Hard Landing Etc… Incident Review Meeting 16 Safety Enhancements What was learned from this occurrence? What changes have been or should be made at your airline and in industry? Procedures, Policies Training Equipment ATC Airport Weather Information etc…. Incident Review Meeting 17 Lessons Learned for IRM (Note: this slide will be shared with all IRM attendees) What should attendees at IRM learn from this occurrence? What should attendees at IRM consider changing at their own airline? Incident Review Meeting 18 Key Messages for Safety Group (Note: this slide will be shared with all IRM attendees) What are the key messages that Safety Group should act on? Incident Review Meeting 19 Usage Notes for IRM Template When discussing crew actions management, describe only observable facts, and avoid judgments. Value statements such as “minor”, ”poor” or “very” attached to the description of crew actions should be avoided. When discussing undesired states management, describe only observable facts, and avoid judgments. Value statements such as “minor”, ”poor” or “very” attached to the description of crew actions related to undesired states management should be avoided. Incident Review Meeting 20 Incident Review Meeting 21