I am a big fan of Kevin Yee's. I have read ALL his books, and they are all excellent.
My one criticism of this new article from him is that he's missing something really obvious in his search for a "grand unified theory" to explain everything that happens at TDO...where he tries to reconcile the "Decline by Degrees", "the Rizzo Factor" (which assumes that tourists don't know any better so TDO can get away with shirking maintenance), and "Miller Lite Budgets" (spend on things that get attention but cut back on things that guests won't ever write home about)...Yee misses out that the one unifying element in all of this is that this stuff is all coming from the heads of the young MBAs that have infiltrated the Disney c-suite offices over the last two decades.
Guys are coming out of business school with MBAs after being taught by their professors that the way to get ahead in business today is to cut, cut, cut expenses. They are also taught by these professors to only push projects that will get them a lot of attention...because attention is what moves guys up the ladder.
Every single thing in Yee's article can thus be explained by MBAs hired by Disney who have this mentality...and who also don't see Disney as a permanent place they will work. MBAs jump from one company to another, and only stay in a job about 1-3 years before leaving for another company. The goal for these guys is to rack up a half dozen prestigious positions on their resumes before they are 40.
Disney is very foolish to hire these guys...because none of them want to become "lifers" with Disney...and so there is no incentive to make the company strong and healthy for the long term. These guys want to push projects that will make big splashes in the next 1-3 years while they are there...and have the payoff come before they jump ship to Coca Cola or IBM or a Wall Street Investment firm or whatever. The ultimate goal for these MBA guys is to become "consultants" with their own little firms where they can write their own ticket. Disney has too many people on staff in the executive offices who don't care about the company, only their own personal advancement.
My advice: put a hiring freeze on anyone from the Ivy Leagues. Get some new blood in there from state schools...with people who were not taught by the same professors who taught all the other guys in the c-suite offices. Disney should start hiring people who really want to be at Disney for life and retire far in the future with 40 years of time in the company.
Avoid at all costs the young guys out of Ivy League business schools who just want to score a flashy kudos on something and then bail on Disney while their personal stock is high from that success. This is clearly not good for the company long term to be run by people who only care about making a splash for the short time they are there...before they move on to something else.
It really does explain everything that Kevin Yee cites as wrong with Disney...especially the big push to forgo the maintenance...since no MBA ever got a promotion or a bigger new job somewhere else by championing maintenance. Their professors at Harvard told them never to do that!