Step 1 — Define the scope of the evaluation

Everything in an audit is disputed later on the basis of this step. Write it down before you look at a single page, and get the client to agree it.

1a. Define the website

"The website" sounds obvious and never is. Decide, in writing:

Partial scope is allowed, but must be honest

You may evaluate part of a site — "the checkout process" or "the public help centre" — as long as the boundary is defined by a URL structure and stated clearly. What you may not do is evaluate a convenient subset and then describe the result as being about the site.

1b. Define the conformance target

State the level and the version: WCAG 2.2 Level AA is the normal answer, and what most legislation and procurement policy requires.

1c. Define the accessibility support baseline

WCAG requires that the techniques you rely on are "accessibility supported" — which the standard deliberately does not define, because support changes constantly. So you define it, and you list it.

A typical baseline:

Example accessibility support baseline
PlatformBrowserAssistive technology
WindowsChrome (latest)NVDA (latest), JAWS (latest)
WindowsFirefox (latest)NVDA (latest)
macOSSafari (latest)VoiceOver
iOSSafariVoiceOver
AndroidChromeTalkBack
AnyAnyKeyboard only; 400% zoom; Windows High Contrast

This matters practically: a technique that works in JAWS and fails in NVDA is a failure if NVDA is in your baseline, and a footnote if it is not.

1d. Additional requirements

Record anything beyond WCAG that the evaluation must consider — an organisational style guide, a plain-language policy, a legal deadline, a procurement clause.

Common mistakes at this step

Fill in the scope worksheet

Next: Step 2 — Explore the website