Organizational Governance and Management Flashcards
Organizational Governance and Management
To support continuous efforts to address accessibility issues, organizations should develop a way to manage, govern, and enforce accessibility standards and best practices. Usual responses to accessibility issues have been to remediate issues once they have been discovered and retrofit accessibility into existing products and services. Establishing accessibility governance and management will help organizations avoid the expensive and legal consequences of addressing accessibility on an as-needed basis; and it will help promote accessibility awareness within the organization.
European Agency for Special Needs and Inclusive Education Guidelines
- Include an accessibility statement in the organizaon’s long-term strategy
- Develop a strategy or plan for implementing accessible information
- Make someone responsible for implementing the information accessibility plan and provide them with the required resources
- Plan an incremental implementation – be ambious and modest at the same time
- Embed accessibility into your information production and dissemination processes
- Provide information, education and training on accessibility for all staff
- When outsourcing information production, make sure accessibility requirements are addressed and undergo a quality check
European Agency for Special Needs and Inclusive Education Guidelines - Policy
- Develop a long-term strategy that recognizes all aspects of disability.
- Publish an accessibility statement that includes a commitment to make your services and information accessible.
- Develop a procurement policy that covers accessibility compliance for products and services, including those for information production and dissemination.
European Agency for Special Needs and Inclusive Education Guidelines - Plan
- Develop an information accessibility plan that is detailed and ambitious, but realistic and covers small steps.
- Ensure the person or team responsible for the plan has authority and resources
European Agency for Special Needs and Inclusive Education Guidelines - Practice
- Conduct a pilot of the Guidelines.
- Provide awareness training for all staff and how accessibility applies to information.
- Provide training for content specialists on tools to make information accessible.
- Produce style guides and templates.
- Update work processes to embed information accessibility.
- Create information using the style guides and templates.
- Give external providers the Guidelines and requirements for compliance.
- Conduct accessibility testing before releasing any services or publishing any information.
W3C WAI Recommendations
The W3C Web Accessibility Initiative (WAI) has published a guide on Planning and Managing Web Accessibility. The steps outlined apply to individual projects and on a larger organizational level. The 4 major phases are Initiate, Plan, Implement, Sustain.
W3C WAI Recommendations - Initiate
Develop understanding of accessibility and build organizational enthusiasm.
- Learn the basics
- Explore the current environment
- Set objectives
- Develop business case
- Raise awareness
- Gather support
W3C WAI Recommendations - Plan
Develop clear goals and an environment that supports accessibility.
- Create accessibility policy
- Assign responsibilities
- Determine budget and resources
- Review environment
- Review websites
- Establish monitoring framework
- Engage with stakeholders
W3C WAI Recommendations - Implement
Ensure personnel are trained, tools are available, and accessibility is included throughout.
- Build skills and expertise
- Integrate goals into policies
- Assign tasks and support delivery
- Evaluate early and regularly
- Prioritize issues
- Track and communicate progress
W3C WAI Recommendations - Sustain
Continue to review and report on content, processes, and resources.
- Monitor websites
- Engage with stakeholders
- Track standards and legislation
- Adapt to new technologies
- Incorporate user feedback
Capability Maturity Model
The Capability Maturity Model (CCM) for Software was developed in 2006 by the Software Engineering Institute at Carnegie Mellon University. Its intended realm is for software development, but it can also be applied to describe the accessibility efforts of an organization.
CCM Maturity Levels - Initial
Capability is ad hoc and unstable. The organization doesn’t have an established process for ensuring that products, services, and information are accessible.
CCM Maturity Levels - Policies in Place
The organization has established policies for managing projects and procedures for accessibility. The processes are: practiced, documented, enforced, trained, measured, and able to be improved.
CCM Maturity Levels - Defined
Standard processes to develop and maintain accessibility on an organizational level are documented and they are part of a unified, coherent approach. Processes are modified as needed to increase efficiency.
CCM Maturity Levels - Managed
Well-defined, measurable goals are established for products and processes.
CCM Maturity Levels - Optimizing
Continuous, proactive process improvement is prevalent in the entire organization. Weaknesses are identified and corrected, while effective solutions are replicated and transferred throughout the organization.
The key practices that allow an organization to progress through the various maturity levels include the following features:
- Commitment to perform: Establishment of organizational policies and senior management sponsorship.
- Ability to perform: Resources, organizational structures, and training.
- Activities performed: Establishment of plans and procedures, performing and tracking work, taking corrective action as needed.
- Measurement and analysis: Examples of measurements for determining the status and effectiveness of the activities performed.
- Verifying implementation: Reviews and audits by management and quality assurance.
Business Disability Forum Accessibility Maturity Model
The Business Disability Forum developed the Accessibility Maturity Model to aid organizations in conducting a self-assessment to track and plan their accessibility progress. This model is based on the Accessible Technology Charter, which spells out 10 commitments to good practice on accessible information and communications technology (ICT).
10 commitments to good practice on accessible information and communications technology (ICT)
- We will appoint an Executive Level Technology Champion who will report to the board, raise awareness of the benefits of this agenda and ensure that we achieve continuous improvement in this area.
- We will ensure that colleagues are aware of how technology can liberate the contribution of everyone, as colleagues and customers.
- We will routinely consult with disabled colleagues, customers and experts to ensure that we understand the impact of our technology on talent management, colleague productivity and our diverse customer base.
- We will enable built in accessibility to allow reasonable personalization of technology by our colleagues and customers.
- We will embed and promote a workplace adjustment process, that provides usable technology solutions for disabled colleagues, within a reasonable timeframe.
- We will give our relevant teams the accessibility know-how needed to deliver effective business processes and adjustments for disabled colleagues and customers.
- We will establish our performance baseline using the Accessibility Maturity Model. We will consistently go beyond minimum compliance to bring greater benefits to our business and share best practices with others.
- We will promote a development lifecycle for our technology solutions that is based on inclusive design from definition to delivery, to minimize the cost and reputational risk triggered by retrofitting products and systems.
- We will include accessibility as a key requirement within our procurement process and build relationships with supply partners to develop and deliver accessible products and services.
- We will continuously improve accessibility within our organization, document what works and share our learning with the Technology Taskforce.
Integration Management - Accessibility is a Process Management Challenge, Not Just a Technical Challenge
It can be tempting to think of accessibility just as a technical challenge—because certainly there are technical aspects to accessibility—but it is more than a technical challenge. It is also a process management challenge. Organizations need to permanently embed accessibility into the process of design, development, and testing.
Accessibility is a process/program, not a project.
Integration Management - It Takes a Team
Integrating accessibility into the organization’s culture begins with creating a team specifically assigned to implement the change within the organization. The team’s responsibilities will include identifying the goals and objectives of implementing accessibility; selecting internal standards, best practices, resources and tools needed to incorporate accessibility; and specifying accessibility guidelines and policies for the entire organization.
The team should have a managerial leader who ensures that the team is upholding its responsibilities for addressing accessibility within the organization. Other members of the team should represent various departments and have an expressed interest in remediating accessibility issues.
Integration Management - It Requires Expertise
You’re fooling yourself if you think an organization can “get by” with a little bit of accessibility knowledge but no actual expertise. Somebody has to know accessibility very well, particularly in very technical domains of accessibility, such as web accessibility. Here are some ideas for maintaining accessibility expertise in an organization:
- Hire experts (and make sure they really are experts), OR
- Outsource the accessibility expertise, at least at first (eventually you’ll want some in-house expertise)
- Train your team (with a combination of live training and online resources like Deque University.)
- Make accessibility part of the on-boarding process for new hires
- Hire people with disabilities to be part of your team
Integration Management - It Requires Commitment at the Executive Level
It is critical that the team has support and commitment from the executive level. An executive leader in accessibility not only empowers the team to make accessibility decisions and enforce policies, but an executive leader can make a public statement about the organization’s commitment to accessibility.
Web Development Process
Even though this page talks specifically about the web development process, the same ideas can be adapted to the development process for consumer or industrial products, architecture, transportation systems, etc.
Web Development Process - Plan, Create, Test
One way to summarize the overall web development process could be as follows: Plan, Create, Test. Usually this is cyclical. In an agile workflow, the cycle may happen every two weeks, at least for the smaller tasks. The larger tasks would have longer cycles.
Web Development Process - Step 1: Planning and Design Phase
Whether the ambitions are large (a complete site redesign) or small (a new feature), accessibility needs to be part of the plan.
- Research (market, users, opportunities, etc.)
- Set Requirements (marketing/sales goals, branding, purpose, accessibility standards and best practices, security, legal, etc.)
- Design the Information Architecture and User Experience
Desktop interaction experience-
- Sighted keyboard users (ensure visual focus indicator, full keyboard functionality, keyboard focus management on dynamic widgets, etc.)
- Blind users (correct semantic markup, alt text for images, landmarks, headings, ARIA markup on custom widgets, etc.)
Mobile interaction experience-
- Blind users (compatible with mobile screen readers)
- Low vision users (ability to zoom)
Visual experience-
- Low vision (ability to zoom, ability to customize colors of text/background, high contrast, etc.)
- Colorblindness (don’t use color alone to convey information)
Auditory experience-
- Deaf users (video captions)
- Deafblind (transcripts)
Roles (possibly) Involved-
- Executive team
- Product owners
- Business analysts
- Accessibility lead/team
- Security lead
- Legal team
- QA lead
- Information architects
- UX team
- UI team
- Visual designers
Web Development Process - Step 2: Creating the Content and Components
This is where the main work of building and writing gets done. The people creating the content and components need to have clear instructions from the previous planning stage in order to ensure what they create is accessible.
Front End Markup and Programming-
- Preliminary testing, unit tests:
- Test with automated tools (like axe DevTools)
- Manual testing
- Screen reader testing (especially of dynamic/interactive components)
Create Text Content-
- Add basic accessibility features, such as:
- Add alt text to embedded images
- Ensure proper table markup
- Ensure logical reading order
- Ensure proper heading hierarchy for sections of content
- Ensure understandability
Test the Multimedia-
- Deaf (captions)
- Blind (audio descriptions)
- Deafblind (transcripts)
Roles (possibly) Involved-
- Programmers
- Visual designers
- CSS coders
- Accessibility lead/team
- QA team
- Technical writers
- Marketing team
- Content specialists
- Data entry team
- PDF accessibility specialist
- MS Office accessibility specialist
- Producer
- Videographer
- Sound technician
- Video editor
- Transcriber
- Captioning specialist
- Audio description specialist
Web Development Process - Step 3: Testing the Content and Components
This is where the QA team, together with the accessibility team, determine whether the accessibility requirements were met.
Test the Front End Markup and Programming-
- Pre-launch testing, against the full list of accessibility requirements.
- Test with automated tools (like axe DevTools)
- Manual testing
- Screen reader testing
- Full accessibility test
- Log/track defects with detailed accessibility user stories, instructions to reproduce bug, acceptance criteria, etc.
Test the Text Content-
- Test for text accessibility features, such as:
- Add alt text to embedded images
- Ensure proper table markup
- Ensure logical reading order
- Ensure proper heading hierarchy for sections of content
- Ensure understandability
Test the Multimedia
- Test multimedia against full list of multimedia accessibility requirements.
- Deaf (captions)
- Blind (audio descriptions)
- Deafblind (transcripts)
Roles (possibly) Involved-
- QA team (trained in basic accessibility testing techniques)
- Accessibility team (with full accessibility expertise)
- Users with disabilities (reality check with real users)
Take Accessibility Seriously
If accessibility is taken seriously at all three of these main stages—planning, creating, and testing—the web site has a much greater chance of meeting the needs of people with disabilities. If accessibility is not taken seriously, it’s almost guaranteed that the web site will present accessibility barriers to people with disabilities.
What Does “Done” Mean?
What do you want to accomplish? Define clear goals with a clear end point so you’ll know when you’re done. Even though it’s true that accessibility is an ongoing need, you still need to set clear expectations and milestones, or you may end up wasting too much time on issues that don’t matter very much, and this can cause you to lose motivation.
Categorizing Your Accessibility Efforts
scope
Usually your scope can be defined within one of the following general categories:
- Innovation: Inventing new accessibility technologies or techniques
- New Design: Incorporating known accessibility best practices into a new product or project
- Retrofitting: Fixing the accessibility flaws in an existing product or project
- Maintenance: Ensuring that new product features don’t break existing accessibility features