From planning to automation of management and results indicators

From Planning to the Automation of Management and Results Indicators is a methodological guide designed for professionals who need to build complete, integrated, and reliable performance systems. The book presents thirteen steps that diagnose gaps in planning, indicator design, measurement, analysis, communication, and automation—offering a logical sequence to transform organizational management.

The author explains how to move from fragmented plans and reactive measurement to a coherent system where every indicator is derived from the plan’s content, properly documented, interpreted with technical criteria, and communicated through effective presentation tools. The text addresses common failures such as vague indicators, measurement without standards, reports without analysis, and organizational cultures that, as the book states, “end up changing everything without changing anything.”

The work combines theory, methodology, and practical guidance to help readers evaluate attitudes, technical capacities, causes of deviations, arithmetic criteria, performance narratives, and presentation tools. Its central principle is integration: “Global vision and knowledge is superior to a piece of information from part of the organization.”

This book is essential for professionals involved in strategic planning, KPIs, performance measurement, management control, auditing, accountability, organizational communication, and indicator automation—across both public and private institutions.