ZECII® First Upper Management Meeting
Meeting Duration: 40 minutes
Facilitator: Harvey Jia
Attendees: Upper Management Team (U.S. and Hong Kong)
Objective: Align leadership on team and corporate structure, service roadmap, time commitments, and immediate priorities for program development. This foundational meeting establishes the framework for ZECII's strategic direction and operational excellence.
Meeting Flow & Agenda
01
Welcome & Introductions
5 minutes | Building connections across our global leadership team
02
Team Structure
5 minutes | Clarifying leadership layers and collaboration model
03
Corporate Framework
7 minutes | Understanding our three-entity operating structure
04
Service Programs
8 minutes | Reviewing active pillars and development pipeline
05
Leadership Commitment
7 minutes | Defining engagement models and time expectations
06
High School Program Focus
6 minutes | Planning our first active service pillar
07
Q&A & Discussion
2 minutes | Open forum for questions and strategic input
Two-Tier Leadership Structure
ZECII operates through a streamlined two-level management framework designed to balance strategic oversight with operational agility. This structure enables rapid decision-making while maintaining clear accountability across our global operations.
Upper Management Team
Strategic Leadership Layer
  • Corporate strategy and long-term vision
  • Financial oversight and capital allocation
  • Partnership development and stakeholder relations
  • Cross-border operations coordination
Functional Management Team
Operational Excellence Layer
  • Student admissions and client onboarding
  • Marketing campaigns and brand execution
  • Day-to-day operations management
  • Client service delivery and satisfaction

Potential Team Member Update: We are excited about a prospective French team member in Guangzhou. With 20 years of experience in the educational consulting business, and currently pursuing a PhD while lecturing in Guangzhou.
Three-Entity Corporate Framework
ZECII's corporate structure is built on three independent yet interconnected entities, each optimized for specific functions while maintaining operational autonomy. This framework provides strategic flexibility, regulatory compliance, and seamless cross-border coordination.
U.S. Headquarters
Brand & Strategic Command
  • ZECII® brand and intellectual property ownership
  • Overall strategic leadership and vision
  • Global standards and quality control
  • International partnership development
Hong Kong Holding
Regional Hub & Financial Bridge
  • Asia-Pacific regional coordination
  • Financial management and treasury operations
  • Cross-border compliance and regulatory bridge
  • Capital flows and investment oversight
Shenzhen Qianhai Entity
China Operations Center
  • Direct client fulfillment and service delivery
  • Local market operations and partnerships
  • Mainland China regulatory compliance
  • Student and client relationship management
The Qianhai Advantage: Our Shenzhen entity operates within the Qianhai Special Economic Zone, which offers unique policy benefits including preferential tax treatment, streamlined cross-border capital flows, simplified business registration, enhanced access to international markets, and experimental regulatory frameworks. These advantages position ZECII to serve Chinese families while maintaining seamless global connectivity.
Critical Design Principle: Each entity can operate independently, ensuring business continuity and risk management across jurisdictions.
The Qianhai Advantage: A Strategic Hub
Qianhai offers ZECII a unique combination of strategic location, supportive policies, and an international business environment, making it an ideal gateway for our operations in mainland China.
Strategic Location & Policy Support
  • Nationally designated pilot zone for modern service industries.
  • Special administrative, tax, and business policies.
  • Direct linkage with Hong Kong's financial and legal systems.
  • Cross-border RMB settlements and simplified capital flow.
International Business Environment
  • Positioned as the most international business district in mainland China.
  • English-friendly government and business infrastructure.
  • Simplified company registration with fast-track licensing.
  • Access to bilingual professionals and multinational talent pools.
Tax and Financial Incentives
  • Reduced Corporate Income Tax (15%) for qualified industries.
  • Individual income tax rebates for high-level foreign and Hong Kong talent.
  • Eligibility for cross-border financial services (e.g., HKD–RMB accounts).
Innovation & Cross-Border Integration
  • Testing ground for Shenzhen-Hong Kong integration.
  • Opportunities for collaboration with Hong Kong universities and VCs.
  • Preferential policies for international education and EdTech platforms.
Practical Benefits for ZECII®
  • Seamless coordination across U.S. HQ, Hong Kong, and Shenzhen operations.
  • Robust legal and banking infrastructure for cross-border payments.
  • Enhanced brand credibility and trust within the Chinese market.
Six Core Service Programs
ZECII's comprehensive service portfolio addresses the complete lifecycle of global education and career development. Our programs operate as independent business units while leveraging the unified ZECII® brand system for consistency and trust.
Active Programs
High School Background Building
Comprehensive profile development including extracurricular activities, academic projects, leadership experiences, and portfolio creation for competitive university admissions.
University Admissions
End-to-end application support covering school selection, essay development, interview preparation, and strategic positioning for U.S. and international universities.
Identity & Settlement Planning
Long-term residency strategy, immigration pathway planning, legal documentation support, and settlement coordination for families pursuing international opportunities.
In Development
Social Integration & Career Coaching
Cultural adaptation support, professional networking strategies, career mentorship, and soft skills development for successful integration into global environments.
Global Finance & Employment Pathways
Financial literacy education, international employment preparation, visa sponsorship guidance, and career placement assistance across major markets.
U.S. & Overseas Entrepreneurship
Startup ecosystem navigation, business plan development, funding strategy, legal entity formation, and ongoing entrepreneurial mentorship for global founders.
Leadership Team Three Involvements
All upper management team members participate in all three distinct contribution models: advisory management, student coaching, and digital course development. This comprehensive approach ensures every leader is deeply engaged across strategic guidance, direct client interaction, and the creation of valuable educational content, fostering a unified and impactful leadership presence.
Advisory & General Management
Time Commitment: 2–3 hours per month (integrated & ongoing)
Every leader contributes through activities that include:
  • Strategic guidance and direction setting
  • Executive oversight and governance
  • Decision review and feedback
  • Risk assessment and mitigation planning
  • Partnership and investment evaluation
Student/Client Group Coaching
Time Commitment: 2–3 hours every 2–3 months (integrated & ongoing)
Every leader contributes through activities that include:
  • Expert workshops and masterclasses
  • Group mentorship sessions
  • Industry insights and trends sharing
  • Q&A forums with students and families
  • Career pathway guidance panels
Digital Course Development
Time Commitment: Project-based (as needed, non-recurring for each project)
Every leader contributes through activities that include:
  • Curriculum design and content creation
  • Video module recording and production
  • Assessment and exercise development
  • Course materials and resource compilation
  • Quality review and iteration
As projects arise, all leaders contribute to digital course development, creating scalable educational content that generates lasting value for ZECII®.
Time Investment Snapshot
2-3
Advisory Hours
Monthly commitment for strategic oversight and decision guidance
2-3
Coaching Hours
Quarterly sessions delivering expert workshops and mentorship
1x
Course Projects
One-time intensive development creating permanent educational assets
This comprehensive engagement framework ensures every leader actively participates across all three core contribution areas: advisory, coaching, and course development. It is designed to provide meaningful engagement for all leadership team members without overwhelming time commitments, leveraging the collective expertise of ZECII's leadership through integrated participation in strategic guidance, direct client interaction, and the creation of valuable educational content.
ZECII® 12-Month Fulfillment Plan – High School Background Building™
Program Overview
Duration
A comprehensive 12-month program designed to meticulously build and refine a student's high school background for elite university admissions.
Structure
Integrates strategic planning, skill development, and experiential learning through a blended approach.
Format
  • Monthly Group Coaching Calls
  • Individual Mentorship
  • Experiential Modules
Operational Flow
U.S. Headquarters
Program design, content creation, senior mentorship, strategic oversight.
Hong Kong Coordination Hub
Client relations, scheduling, logistical support for China operations.
China Operations
Local support, parent communication, workshop facilitation, cultural integration.
U.S./U.K. Partners
Exclusive experiential learning opportunities, university connections, specialized guidance.
Quality & Communication
Monthly Progress Reports
Detailed updates on student engagement, development, and upcoming milestones.
Quarterly Performance Reviews
Strategic sessions with families to assess progress, adjust plans, and align on goals.
Portfolio Standards
Rigorous guidelines ensuring the creation of high-quality, impactful documentation and projects.
Program Outcomes
Personalized 12-Month Background Building Plan
Enhanced Leadership, Research, and Communication Skills
Robust Extracurricular and Academic Project Portfolio
Refined Personal Narrative & Application Essays
Strategic University Application Guidance
Access to Exclusive Experiential Opportunities
Six Components Framework - High School Background Building™
Component 1: Philosophy & Psychology
Fulfillment Location: China (Local Implementation)
Responsible Parties: U.S./HK mentors guide via monthly coaching
Description: Online workshops and reflection prompts on self-understanding, mindset, and values. Students complete journaling, family dialogues, and reflection essays.
Deliverables:
  • Reflection Journal
  • Essay on "What I Value and Why"
  • Mentor Feedback Report
Component 2: Scientific & Technological Research
Fulfillment Location: U.S./U.K. – Partner Research Residency
Responsible Parties: ZECII + university research partners
Description: Students attend a 2–3 week research program at partnered universities (Harvard, UCLA, Oxford, Cambridge etc.). Pre-departure academic prep conducted online.
Deliverables:
  • Research Proposal
  • Final Paper / Poster
  • Certificate
  • Recommendation Letter
Component 3: Organization & Leadership
Fulfillment Location: China (Local)
Responsible Parties: U.S./HK mentors coach remotely
Description: Students plan and lead a local initiative—school club, charity event, or awareness campaign—with mentor oversight.
Deliverables:
  • Leadership Project Report
  • Photos
  • Reflection Essay
Component 4: Interest & Talent Development
Fulfillment Location: China (Local)
Responsible Parties: U.S./HK mentors coach remotely
Description: One-on-one interest discovery → design personalized talent project. Students enroll in local clubs, workshops, or competitions related to their interest.
Deliverables:
  • Interest Mapping Report
  • Project Outcome
  • Mentor Evaluation
Component 5: International Exchange
Fulfillment Location: U.S./U.K. – Partner Global Program
Responsible Parties: ZECII + exchange partners
Description: Students join 2–3 week academic & cultural immersion at MIT, Stanford, Oxford, Cambridge etc. Includes lectures, team projects, and cultural activities.
Deliverables:
  • Certificate
  • Cultural Reflection
  • Photo/Video Documentation
Component 6: Competitions
Fulfillment Location: China (Local)
Responsible Parties: U.S./HK mentors provide strategy
Description: Mentors recommend competitions (science, business, debate, writing, art). Students prepare locally; mentors review entries and reflections.
Deliverables:
  • Competition Submission
  • Award Record
  • Mentor Feedback
Monthly Coaching Calls: 12-Month Curriculum
Each monthly module is crafted to build a holistic profile, addressing both academic and personal development areas that are highly valued by top-tier universities. This structured approach ensures students are not only prepared academically but also personally, ready to articulate their unique story and aspirations.
Service Program 2: University Application & Admissions
Our annual core service program provides targeted coaching to prepare students each year for the critical university application and admissions process, ensuring they present their best selves. The program includes six essential group coaching calls:
Essay Preparation (3 Sessions)
Interview Coaching (3 Sessions)
These annual coaching sessions empower students to articulate their unique strengths, experiences, and aspirations, significantly enhancing their application each year.
Next Steps
Immediate Action Items
1
Confirm Comprehensive Engagement Model
All leaders confirm their availability and commitment to the comprehensive engagement model, encompassing advisory, coaching, and course development responsibilities for upcoming quarters.
2
High School Program Input
Share expertise and perspectives on positioning, target segments, and service differentiation during Q&A and follow-up discussions.
3
Communication Channels
Establish preferred methods for ongoing collaboration, decision-making, and strategic updates across U.S. and Hong Kong teams. This includes ZECII business email setup, Slack account setup, and Zoom account setup for later use.
Open Discussion Topics
  • Questions about corporate structure or operational framework
  • Suggestions for service program prioritization
  • Partnership opportunities and strategic introductions
  • Concerns or clarifications on time commitments
  • Ideas for collaboration models and knowledge sharing
"This meeting marks the beginning of ZECII's journey to transform global education access. Your leadership, expertise, and commitment will shape the future for countless students and families seeking international opportunities."
Thank you for your participation and dedication to ZECII's mission.