microsoft/hve-core
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docs/getting-started/accessibility-planner.md
66lines · modecode
| 1 | --- |
| 2 | title: Accessibility Planner Quickstart |
| 3 | description: A five-minute walkthrough of starting the Accessibility Planner, selecting frameworks, mapping success criteria, and handing off a dual-format backlog |
| 4 | sidebar_position: 10 |
| 5 | sidebar_label: Accessibility Planner Quickstart |
| 6 | keywords: |
| 7 | - accessibility planner |
| 8 | - quickstart |
| 9 | - WCAG 2.2 |
| 10 | - Section 508 |
| 11 | - getting started |
| 12 | author: Microsoft |
| 13 | ms.date: 2026-05-28 |
| 14 | ms.topic: tutorial |
| 15 | estimated_reading_time: 5 |
| 16 | --- |
| 17 | |
| 18 | This quickstart walks you through a first Accessibility Planner session: starting the agent, selecting frameworks, mapping success criteria, and handing off a backlog. The full agent reference lives in [Accessibility Planner](../agents/accessibility/accessibility-planner.md). |
| 19 | |
| 20 | > [!NOTE] |
| 21 | > The planner produces planning artifacts, not a conformance certification. Findings still require review by a qualified accessibility professional. |
| 22 | |
| 23 | ## Prerequisites |
| 24 | |
| 25 | * The Accessibility collection installed (see [Collections](collections.md)). |
| 26 | * A workspace with the product surfaces you intend to assess, or a PRD, BRD, RAI plan, or security plan to seed Phase 1. |
| 27 | |
| 28 | ## Step 1: Start the planner |
| 29 | |
| 30 | Open the chat agent picker and select **Accessibility Planner**. The agent reads or creates `state.json` under `.copilot-tracking/accessibility/{project-slug}/` and begins Phase 1 (Discovery). |
| 31 | |
| 32 | If no upstream artifact exists, the planner enters capture mode and asks three to five focused questions per turn to build the surface inventory, audience scope, and regulatory drivers. If a PRD, BRD, RAI plan, or security plan exists, the matching entry mode pre-populates discovery and asks you to confirm the extracted values. |
| 33 | |
| 34 | ## Step 2: Select frameworks |
| 35 | |
| 36 | At Phase 2, the planner presents the five supported frameworks as a multi-select, with `wcag-22@AA` and `section-508` pre-checked as defaults: |
| 37 | |
| 38 | * `wcag-22`: WCAG 2.2 success criteria |
| 39 | * `aria-apg`: ARIA Authoring Practices |
| 40 | * `coga`: Cognitive Accessibility |
| 41 | * `section-508`: Section 508 (Revised) |
| 42 | * `en-301-549`: EN 301 549 |
| 43 | |
| 44 | Confirm the conformance level for each framework you keep, and record a reason for any framework you disable. |
| 45 | |
| 46 | ## Step 3: Map success criteria |
| 47 | |
| 48 | In Phase 3, the planner maps your in-scope surfaces against the selected frameworks. Each success criterion resolves to a target compliance state with an evidence pointer. Criteria shared across frameworks emit cross-references so you map them once. |
| 49 | |
| 50 | ## Step 4: Assess risk and evidence |
| 51 | |
| 52 | Phases 4 and 5 classify the plan-level risk tier and build the evidence register, tradeoff log, and work-item seeds. For each unresolved gap, you record either a mitigation or an accept-with-tradeoff decision. |
| 53 | |
| 54 | ## Step 5: Hand off the backlog |
| 55 | |
| 56 | At Phase 6, the planner renders the work-item seeds into dual-format ADO and GitHub backlog files, attaches autonomy tiers, sanitizes content, and emits the planning disclaimer. Import the format that matches your tracking system. |
| 57 | |
| 58 | ## Next Steps |
| 59 | |
| 60 | * [Cross-Planner Integration](cross-planner-integration.md) for how accessibility evidence flows to and from the Security, RAI, and SSSC planners. |
| 61 | * [Accessibility Reviewer](../agents/accessibility/accessibility-reviewer.md) to audit a codebase against the same frameworks. |
| 62 | |
| 63 | <!-- markdownlint-disable MD036 --> |
| 64 | *🤖 Crafted with precision by ✨Copilot following brilliant human instruction, |
| 65 | then carefully refined by our team of discerning human reviewers.* |
| 66 | <!-- markdownlint-enable MD036 --> |
| 67 | |