Strategic Planning Retreats

Your 2027 Strategy Deserves
More Than a Facilitator


Bloom Communications and Your Biz Rules® have partnered to deliver a different kind of strategic planning experience, one that combines leadership alignment, business operations, financial thinking, organizational strategy, and marketing expertise in the same room.

We don’t simply facilitate the discussion.
We help your leadership team do the work.

  • Together, we help you identify what matters most for 2027, turn those priorities into strategy, translate strategy into practical action, and determine who owns what next.
  • Your team won’t leave with only a pile of notes.
    You’ll leave with a plan.

Schedule Your 2027
Planning Conversation

Stop Hiring Facilitators.
Start Hiring Strategic Leaders.

There are talented facilitators who know how to manage a room.

But when your leadership team is making decisions about growth, people, resources, operations, marketing, capacity, and the future of your organization, you may need more than someone who can guide a conversation.

You need people who understand the consequences of the decisions being made.

And we continue doing that work today.

We lead teams.
We own businesses.

We have managed budgets, growth, organizational change, staffing challenges, competing priorities, and execution.

That means when your team gets stuck between two priorities, struggles with accountability, questions whether a goal is realistic, or needs to turn an idea into an operational plan, we don’t have to stay on the sidelines.

We can get into the work with you.

What You Get

Pre-Session Work

  • Leadership interviews
  • Team survey
  • Team assessment and map
  • Identification of the most important outcomes

Session

  • Team alignment and foundational understanding
  • Definition of success
  • Priorities established
  • Strategic roadmap using our 1,3,5 framework
  • Tactical plan
  • Ownership and accountability
  • And more

Post Retreat

A 90-day actionable plan and coach assigned to ensure the hard work at the retreat stays on track.

About Your Leaders

Leslie Hassler

YOUR BIZ RULES®

Leslie helps leadership teams gain clarity, strengthen operations, and build businesses that thrive. With deep experience in business strategy, operational leadership, and financial management, she helps organizations turn strategy into sustainable results.

Jamie Matusek

BLOOM COMMUNICATIONS

Jamie helps organizations align their message and their mission to drive meaningful impact. With 20+ years of experience in strategic communications, marketing, and leadership, she ensures strategy is communicated clearly and executed with excellence.

Lauren Schmidt

YOUR BIZ RULES®

Lauren helps organizations strengthen operations, develop leaders, and create better experiences for both teams and clients. With 17 years of business ownership and a background in hospitality, she blends strategic thinking with people-centered leadership to build efficient processes, strengthen relationships, and help teams work better together.

Rebecca Laymon

YOUR BIZ RULES®

Rebecca helps organizations bring clarity and structure to the day-to-day work that keeps a business moving forward. With more than 25 years of entrepreneurial experience, she combines clear communication, organized processes, and operational insight to help teams work more effectively and turn plans into action.

Experience Across Organizations Carrying Real Responsibility

Our leadership, strategic planning, organizational, operational, and marketing work spans organizations across:

  • Higher Education
  • K-12 & Charter Education
  • City & Municipal Government
  • Nonprofits & Foundations
  • Healthcare
  • Multi-State Healthcare & Home Health
  • Law & Professional Services
  • Financial Services & Financial Planning
  • Recruiting & Talent Services
  • Senior Services
  • Real Estate Development & Student Housing
  • Business-to-Business & Consulting Organizations

Ready to build your 2027 strategy?

Let’s plan a retreat that drives real results. Schedule your 2027 Planning Conversation with Bloom now.