Are you the single person responsible to establish accessibility compliance in your company? If so, this presentation is the blueprint you're looking for! Learn about the people, process, and the information you need to lead this major effort and to be successful!
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Army of One UXPA
1. S E DA M AU R E R , C PACC
2 0 1 8
Accessibility
An Army
of 1
2. Call to Duty
“The SVP wants us to focus on
accessibility compliance for
our products.
You know about accessibility, don’t you?
We’d like for you to lead this project!”
“Yes, Sir!”
3. Call to Duty
• Congratulations!
• You just got drafted for one of
the most complicated mission
in any organization.
You just became an Accessibility
Army of ONE!
4. Battleground Map
• Communicate:
• Evangelize...call to
Arms
• Inspect & Test
• Special Operations:
• Accessibility War
Stories
• Be a Super Warrior!
• Plan Summary
• Boot Camp
• Strategy:
– Team of Advisors
– Mission Statement
–Lawyer up!
• Tactics:
– Executive Order
– Battle Plan
– Delivery Order
– Estimating Times
– Training the Troops
– Design System
– Tools & Equipment
– Acquisition
Strategy
5. Boot Camp
• Buckle up! You have a long battle ahead!
• Put yourself through something of a Boot Camp
• Starting with the standards:
• WCAG 2.0, Levels A, AA, and AAA
• Section 508 of Rehabilitation Act
• Telecommunications Act Section 255 Accessibility Guidelines
• Universal Design
6. Boot Camp
• Identify the organization’s products and their specialties:
• B-2-C or B-2-B
• Desktop / tablet / mobile / transient
• iOS / Android / Windows / Other
• Battles are won with well planned:
• Strategy
• Tactics
• Communication
Learn how to be empathetic, with EVERYONE!
8. Team of Advisors
• Create an ACE team!
• Recruit leaders:
• UX Team, including your manager
• Marketing
• Product Development/Architecture
• …
9. Team of Advisors
• Meet as frequently as needed
• Prepare an agenda for your meetings
• don’t waste their time – you can’t afford it
• Be organized and keep track of the discussions and action items
• Collaborate with your ACE team regularly on:
• Process
• Creating documents
• Presentations
• Creating plans
• Recruiting more soldiers
• Advise on situations that you might come across
10. Mission Statement
• General! Why this battle?
• Write your Mission Statement
• This policy is a legally binding
document
• Word it well!
• Guard it well!
12. Mission Statement
• What is your battle scene like?
• Your compass… the Accessibility Policy
• Your enemies… business risks*
• Your weapons… guidelines and standards
• Your strengths… passion, empathy, and patience!
Be prepared! You are attempting
an organizational Paradigm Shift!
13. Lawyer up!
• Must have a dedicated corporate lawyer on board of the Ace
team
• You’ll need to pass a lot through with your new trusted
advisor:
• Policy
• Documentation
• Corporate Announcements
• Customer Communications
• Promotions
• …
15. Executive Order
• You need to have an Executive on board in this battle
• Present the impact of not reaching compliance:
• Financial Risks?
• Contract on the line?
• Legal Risks?
• Reputation at Risk?
• Present the opportunities:
• Reach a broader user base increased revenues?
• A differentiator for your products?
16. Executive Order
• Learn how to present to the Executives
• Review Brian Sullivan’s presentation on this topic - you will find it very
helpful
• Find yourself a coach/mentor from the leadership position, if you can
• Review your presentation with the Team of Advisors
• Find the “stick” for your organization and present to it!
• DOT mandated compliance for travel site by June
2016
• Non-compliance = penalty of $25K/day per site
• 20 sites = $500K/day = $15M/mo.
17. Battle Plan
• I have had an accessibility dream for years…
Accessible designing and coding will be in the DNA of
my or my organization!
• What is your organization’s operating model for the
product lifecycle?
• Identify the official and accepted operating model
• Identify the development approach – Agile or Waterfall?
• Create a diagram of the entire process, including the early discovery stage
• Identify every step when accessibility must be considered
• Apply the RACI method to every one of these steps
18. Step Description
Stakeholders
MSM UX PO/BA DEV QA TW
A – 1
Have awareness of accessibility compliance
requirements and incorporate them in the BRD R / A C C
A - 2
Have awareness of accessibility compliance
requirements and incorporate them in research and
persona creation
I R / A I
A - 3
Refine and finalize BRD requirements (may include
sketches/wireframes) and create road map that
includes accessibility guidelines and testing
R / A C C I I I
Battle Plan
Responsible
Contributor
InformedAccountable
19. Battle Plan
• Verify this document with the right authorities:
• Begin with the Ace leadership team
• Product development leadership
• Compliance and Governance teams
This document is your Battle Plan!
Share it with all officers and leaders.
20. Delivery Order
• Consider what you’ll be asking from the product teams to do:
• Additional requirements
• Prioritize the accessibility compliance requirements higher than any others
• Spend funds that may not exist
• How can the product teams adopt accessibility compliance?
• Understand the full impact of this compliance
• Knowledge of how to design and code for compliance
• Creating/updating stories
• Creating/updating plans
21. Estimating Times
• How is the compliance effort estimated?
• For developers it means:
• Knowing what needs to be coded
• Knowing what needs to be altered and how
• Knowing how long it takes to code accessibly
• For QA it means:
• Knowing what standards and criteria they need to adhere to
• Knowing how to inspect the code for compliance
• Knowing how to test with screen readers
• Are they properly trained to estimate?
22. Training the Troops
• Your training program begins with raising awareness at all
levels of your organization…
Executives
Product
Leadershi
p
Dev & QA
Agile
Coaches
Technic
al
Writers
Delivery
23. Training the Troops
• Find a good source of technical training to recommend
• Work with HR to make the completion of Accessibility training
a
part of the career development process
24. Design System
• Do you have design standards/system?
• Visual presentation
• Common components, etc.
• Are these standards compliant?
• Enlist this team and begin
collaboration with them as well
Accessible Design and Good Design!
25. Design System
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26. Tools & Equipment
• Free tools for different purposes:
• To inspect the code: WAVE, AXE, Totally, etc.
• Screen Readers:
• NVDA / Firefox
• Voice Over / Safari and iOS
• Talk Back for Androids
• Purchase JAWS / Windows
27. Acquisition Strategy
• Collaborate with the Procurement agents to:
• Create Statement of Work (SOW)
and Request For Price (RFP) templates
• Establish the Non-Disclosure Agreement
• Collaborate with suppliers/vendors
to conduct audits and validation tests
• Write and Negotiate contracts with
suppliers of tools and training
• Create proper templates
29. Evangelize…call to Arms
• You are supported by a a great ACE team!
• Have a “Fire! Fire!” deck for your executives!
• An introduction deck for everyone else!
Now begin spreading the word!
30. Inspect & Test
• Learn how to audit designs and products
• On multiple platforms
• Against the WCAG 2.0 Levels success criteria
• Against the WCAG 2.01 Levels success criteria
• Be mindful of the Universal Design requirements
• Learn how to write a report
Always be respectful of the efforts put into the product work
32. Accessibility War Stories
• Know that you have been a successful leader
when:
• Your peers who knew nothing of Accessibility, begin talking
about it in their daily design/development discussions
• PLC management has incorporated Accessibility criteria in
their guidelines
• Customers are confident with you and renew their contracts
• What’s your success story? Share them with
your organization
33. Be a Super Warrior!
• Collect and use stats!
• Back your information with proven
records and best practices
• Become an authority on this topic:
• Write blogs
• Write articles
• Present talks
34. Be a Super Warrior!
• Become member of accessibility related
organizations such as IAAP
• If you are really passionate about
this, become certified:
• Accessibility Core Competencies
• Accessibility Technical Expert
• Accessibility Tester
35. Plan Summary
Accessibility Compliance is not a
choice anymore. It is a requirement!
• So, you will need to be diligent in:
• Educating everyone, patiently and
empathetically!
• Get an Executive on board
• Collaborate with all stakeholders
• Make it easy for people to adopt
• Educating yourself
• Validate yourself
Your manager comes to you one day and asks if you know anything about Accessibility! You say that you do, since you went to a couple of sessions on this topic at Big Design Conference last year! So, she tells you that she has a project for you. That your company wants to be able to sell products to specific customers who are asking about their accessibility. So, if you’re interested, help figure out what to do and how to sell to these customers!
Or, maybe, you have a manager who knows about Accessibility, but doesn’t have the time to get involved with the details. So, she hands it to you to figure it out and move forward with this, since there are financial risks associated here!
In any case, you became very interested in accessibility, when you took these sessions you attended at the conference. So, you find this opportunity attractive and say yes!
?
What does this battleground look like?
The Ace Team is the collection of your Captains, Lieutenants, and Officers.
What is the structure like?
You have your manager’s support and that is very important – because you WILL need it
They are your mentors, business advisors, and your ambassadors to their own sub-teams and territories
Implementation
Delivery
Mission Statement – that is the organization’s Accessibility Policy
Research on mission statements and policies for Accessibility
Consult with experts such as Knowbility, if you can.
Mission Statement – that is the organization’s Accessibility Policy
Research on mission statements and policies for Accessibility
Consult with experts such as Knowbility, if you can.
This won’t happen without a common understanding and commitment. Help create it.
S/he is going to become your most trusted advisor
Accessibility is a sensitive topic for most organization and what is said or written may have consequences
This Executive will need to send a corporate-wide announcement on this initiative
Speak their language! $$$
In order for this dream to become a reality for any organization accessibility touch point should be in the entire product life cycle
If designs are not accessible, the problem is only partially solved with compliant code
If technical writers don’t know how to deliver accessible documents, their output is difficult to use, if not useless to so many
If delivery is unable to protect the accessible code, and not to override it, your team just wasted so much precious time!
If Agile coaches don’t know what you are advocating, they wouldn’t advise their respective teams…
It might be on YOU to find the training available out there
You will also be in a better position to recruit another soldier from this team
Okay, you are now equipped with:
This is where you need the Ace Team to help with introductions
Begin attending any and all executives’ staff meetings to present the initiative and explain the risks of non-compliance
Attend any business training, gathering, and sharing opportunities you get and introduce yourself
How does anyone know if a product is compliant?
UD - example of a judge asking if an application is accessible...not if it's code compliant!
You will need to educate and justify your statements
Why Accessibility?
For example:
Growing aging population
Working longer years
Technology omnipresent
It’s not about you! It’s about the users
International Association of Accessibility Professionals
Understanding your organization’s commitments and constraints