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Accessibility for Project Managers

Presenters: Andrew Reynolds, Bryan Jonker
Session Length: 55 minutes


Presentation Goals

High level understanding of how PMs can incorporate accessibility into project timeline


Not covered

  • Specific project management methodologies
  • Implementation details

(Join us monthly at Explore With Hadi)

Note: Who works at U of I, other state agency, or creates services for a state agency?


What is the PM's role?

  • Be aware of the state of the project at all times
  • Minimize risk (legal, functional, reputational)
  • Ensure smooth development process and handoff
  • Be able to answer project questions with certainty

Your process will establish due diligence


How do we meet those needs?


Minimize surprises!

  • Identify project requirements (functional, technical, regulatory)
  • Tease out fuzzy requirements (implied functionality, poorly defined specs)

Facilitate communication

  • Communicate requirements to team and/or vendors
  • Communicate progress to stakeholders

Project Manager is not responsible for implementation
Understand impact and rules of thumb, not the gory details


What does that have to do with accessibility?


Treat accessibility as any other UI requirement

  • Include known functional requirements in minimum viable product
  • Follow established best practices during implementation
  • Plan for iterative enhancement based on user feedback
  • Reference external specifications (e.g., WCAG) and document any exceptions

  • Accessibility is a non-functional requirement, just like usability, performance, and security
  • Accessibility is an inherent part of a product, not a single checkbox item
  • Accessibility is easy to start doing, but difficult to add at the end of the project
  • Accessibility is easy to undo

Note: Watch for regression--app won't break, but UX will be poor


Project Manager Knowledge Requirements


Don't need to know everything

Lots of online guides, dev tools, and campus resources available. Use them!

Note: list a few! Start with WCAG 2.0.


Regulatory Requirements

Federal, state, and university legal and policy requirements

(This is WCAG 2.0 AA for university employees)


Success criteria

Learn high level differences between WCAG 2.0 success criteria (A, AA, AAA)

  • Implementation requirements
  • Handoff and client responsibilities

Applied Knowledge and Triggers

  • Recognition
  • Application
  • Understanding

Note: three broad knowledge categories


Learn to recognize 11 requirements that should trigger accessibility check


Always Required:

  • Keyboard operability
  • Document structure
  • Reading order
  • Color & styles
  • Magnification
  • Aria

Content-Specific Requirements:

  • Links & navigation
  • Images
  • Forms
  • Tables
  • Multimedia

Learn to apply WCAG POUR principles

  • Perceivable
  • Operable
  • Understandable
  • Robust

Understand accessibility/usability spectrum

  • Disabilities can range from mild to severe
  • Disabilities can be temporary
  • Users with disabilities are not monolithic
  • Users with disabilities may use your product in ways you hadn't considered
  • Users with disabilities are regular people

Diving in: Requirements Gathering


U of I Regulatory Requirements

All electronic products produced or procured for the U of I subject to section 508

  • Must be accessible to persons with disabilities
  • Alternate arrangements must be made when content cannot be made accessible

Section 508 Level AA Specification

  • Section 508 as of January 2018
  • Illinois Information Technology Accessibility Act as of July 18, 2017
  • University of Illinois IT Accessibility policy as of Fall 2017
  • University of Illinois OBFS for purchase of web services and technologies

The good

Requirements better defined than they used to be


The not so good

  • Still hard to google a clear line item standard
  • Lots of outdated advice
  • Sometimes legal ambiguity
  • One-size-fits-all is not feasible
  • Best practices can be in conflict

Legal Takeaways

Be prepared with sources!


Diving in: Functional Requirements


What are you building?

  • Accessible output vs. accessible authoring tools for accessible output
  • Ignore requirements for components you aren't using

How much control do you have?

(Third-party software may require changes)


What has the customer asked for?

(Some components, frameworks have known accessibility challenges)


Aside: Stakeholder Requests

Accessibility is similar to other non-functional requirements like security.


Stakeholders often ask for accessibility but only in general terms.

Stakeholders will see the impact of poor implementation.


Be prepared to talk accessibility

  • Regulatory stick
  • Carrots
    • More robust, flexible product
    • Better SEO
    • Better usability
    • Better customer retention/market
  • Back up your statements

Functional Takeaways

Some specs and support defined by WCAG, language, tools


Line between accessibility and usability is fuzzy

  • Accessibility/usability split makes a good threshold for minimum viable product
  • Some accessibility fixes are simple and straightforward
  • Some accessibility fixes are nuanced and require user testing

Big gap between meeting minimum functional requirements and meeting user expectations

  • Assistive technologies have their own conventions
  • Product can pass accessibility validators without being usable

Note: e.g., Don't map ctrl+c to close window.

Matt King (Facebook) - "Functional accessibility"


No substitute for user testing

Users are not monolithic.
Users have their own preferences, which may not be obvious to users without disabilities


Requirements Wrapup

  • Determine all of your requirements
  • Determine how accessibility requirements map to functional requirements
  • Document everything you've learned
  • Make that documentation internally available to your team

Facilitate inclusion of accessibility

Understand that accessibility breaks down when people start guessing


As a team, commit to accessibility as a requirement

  • Enlist existing expertise and interest
  • Appoint a liaison to accessibility experts if necessary
    • QA often a good choice

Gotchas

  • Watch out for bottlenecks on critical personnel
  • Plan for a learning curve (e.g., screenreaders)
    • Identify external resources and communicate to team
    • Obtain/offer accessibility training where appropriate

Share the knowledge


  • Build a common understanding of accessibility inside your project team
  • Make sure project standards are readily available
  • Come prepared with resources

Anticipate role-based concerns

  • Designers likely to feel hobbled
  • Developers likely to be unsure what they need to implement
  • Content providers likely to be unaware that they have a role

Get to know your project

Know your users. Understand who you're developing for.


Spend more time in the design phase

  • Play out use cases with user personas
  • Identify project elements and associated requirements/challenges
  • Identify sweet spot to begin implementing UI, which is especially sensitive to code stability

Spend time on process


Identify intake and prioritization heuristics

  • Regulatory requirements are not enhancements
  • Understand "this inconveniences the user" vs. "this disenfranchises the user"

  • Develop use cases and rich user personas, including users with disabilities
  • Identify supported technologies
  • Identify canonical guides

Establish Processes to Minimize Risk

Accessibility is especially vulnerable to regression

  • Include accessibility in an iterative fashion. Don't just test at the end of the lifecycle
  • Automate accessibility testing when possible
  • Follow your checklists

Revisit your assumptions

Different user groups may have competing needs

  • Get QA and your accessibility experts involved early!
  • Get user feedback early!
  • Discuss accessibility in project retrospective session(s) and check-ins

Hold your vendors accountable

Use the Accessibility Requirements for Procured Software v1.7 document as a reference.


Be prepared to work with vendors that aren't familiar with accessibility requirements.

This may mean finding other vendors


  • Check for Voluntary Product Accessibility Template (VPAT) from the vendor
  • Determine the vendor's point of contact to handle accessibility issues
  • Make sure accessibility requirements are communicated to the vendor

Make sure accessibility requirements are included in the contract

Include remediation clause ("if it doesn't meet X, then it will be added by an agreed-upon time")


How do you know you're done

Just like any other requirement


Homework == Success!

Because you've prioritized your requirements, you know what needs to be finished.


  • Release because you've met the project's defined requirements
  • Release because you've hit a hard deadline
  • Release because you need feedback from the user

How do you hand off the finished product

  • Document the specs you met (refer to WCAG 2.0 guidelines)
  • Document areas where enhancements or remediations are needed

Prepare the customer

Changing content may invalidate site accessibility

Note: Refer to WCAG 2.0


Consider creating a VPAT

Especially useful if working with other higher ed institutions

Note: product accessibility template. Discuss vpat structure.


Wrap up

Session Resources: https://go.illinois.edu/a11y-workflow