Discover Our Expertise

PCI Performance Management is passionate about community banking. Our mission is to offer key insights and tools to drive executives to the next level. We approach each of our clients with fresh eyes to develop customized, unique strategies.

25+ Years of Experience

Satisfied clients

Featured Speaking Events

Professional Collaborations

Strategic Planning


Strategic planning is a vital process that holds immense value for locally-owned community banks. In an ever-changing and competitive financial landscape, having a well-defined strategy is crucial for long-term success and sustainable growth. 

By investing time and resources into strategic planning, community banks can position themselves as trusted financial partners and secure their long-term success in an evolving marketplace.
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Project Planning


Developing tactical plans and priorities is crucial for organizations to successfully execute their strategic plans. 

While strategic planning sets the overall direction and long-term goals, tactical planning translates these high-level objectives into actionable steps and specific priorities. By having well-defined tactical plans, businesses can increase their chances of success and ensure that their strategic objectives are achieved.
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Organizational Alignment


Organizational alignment plays a vital role in both employee development and organizational growth. It fosters unity, collaboration, and motivation among employees while providing a clear direction for achieving the company's objectives. By aligning employees' goals with those of the organization, companies can enhance employee development, improve communication, and facilitate effective decision-making. 

Ultimately, organizational alignment drives overall success, enabling companies to grow, innovate, and stay ahead of the competition.
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Performance Management


At PCI Performance Management, we understand the critical role that performance management plays in the success of any organization. Performance management is a comprehensive process that involves measuring, managing, and improving employee performance through the effective use of training and engagement strategies.

By combining performance measurement, training, and engagement strategies, we can create a high-performing workforce that drives business growth and ensures long-term success.
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Staff Modeling


In today’s environment, productivity and efficiency are key to a successful bank’s profitability. A critical element to efficiency and productivity is the number of staff needed for the bank In today’s environment, the high cost of doing business demands that a bank utilizes staff effectively.

For a bank to fully understand its staffing needs, it is no longer sufficient to just examine assets/employee. A more in-depth look at several aspects of the bank must be completed which will provide an ability to review staffing.
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Succession Planning


 Succession planning helps businesses mitigate risks by minimizing disruptions that may arise from unexpected departures of key personnel. It ensures the continuity of operations and the preservation of institutional knowledge. By identifying and grooming internal candidates for leadership positions, organizations can avoid the need for costly external searches and lengthy onboarding processes.

Additionally, succession planning allows organizations to close skill gaps and address future needs proactively. By identifying the skills and competencies required for each leadership position, companies can prioritize training and development programs, ensuring that employees are equipped with the necessary skills to meet evolving business demands. 

By nurturing and promoting internal talent, businesses can harness the knowledge and experience of individuals who are already familiar with the company's values, culture, and objectives. This drives innovation, enhances decision-making, and builds trust among employees, stakeholders, and customers.
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DiSC Assessments


In today's fast-paced and interconnected world, effective communication is crucial for the success of any organization. Understanding yourself and others can be the key to building strong relationships, enhancing collaboration, and boosting productivity. This is where the DiSC assessment comes in.

The DiSC assessment is an invaluable tool for organizations seeking to enhance communication and boost productivity. By developing a deeper understanding of themselves and others, employees can improve collaboration, minimize conflicts, and achieve better outcomes. Investing in DiSC can result in happier, more engaged employees, leading to a more successful and thriving organization.
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Customer Experience


In today's rapidly evolving banking landscape, customer-focused retail delivery is crucial for success. The role of customer-facing bank staff has become pivotal in creating a seamless and enhanced banking experience. By implementing an enhanced retail delivery model, banks can unlock a range of benefits that ultimately drive customer satisfaction and loyalty.
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Loan Review, Loan Policy and CECL


Effective loan portfolio management is crucial to controlling credit risk. In order to control risk, a bank must know the types and levels of credit risk in its portfolio. Loan review is an important tool that can help Banks identify this risk. A loan review provides an assessment of the overall quality of a loan portfolio. 

PCI will produce and deliver all topics listed below, for each file and concentration we review, including an overall summary of findings and recommendations for improvement.
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Community Bank Sales Training


PCI's Community Bank Sales training offers a transformative training program tailored to elevate the interpersonal skills of your banking team, propelling loan and deposit growth to unprecedented heights. Stand out in today's competitive banking landscape by empowering your team with the expertise needed to forge lasting customer connections and drive sustainable success.
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