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雪球·财经有深度

雪球·财经有深度

Business:Investing

2356.浅析东方甄选事件背后的根本矛盾

2356.浅析东方甄选事件背后的根本矛盾

2023-12-18
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欢迎收听雪球和喜马拉雅联合出品的财经有深度雪球国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。听众朋友们大家好我是主播匪石,今天分享的内容叫浅析东方甄选事件背后的根本矛盾,来自WadeGao。

东方甄选这次暴露出来的问题其实是新东方由来已久的问题,对于现代企业而言,组织体系和管理制度在突出的个人面前究竟起到的是促进还是约束作用,这个没有答案。而新东方相较这个行业为人推崇的标化体系管理、中央集团军统一作战从来就不太搭边,更多依赖个人(参见新东方的校长),所有校长的轨迹几乎都是一线教师出身,紧接着担任教务岗,从事运营管理和招生,前后端一手抓,沿着这个轨迹,一些人才能够在最短时间内得到迅速的发展,当然公司也会给这个机会,这也是早期新东方能够吸引到众多人才的因素之一。

当然这个制度下的弊端是什么呢?其实就是人才留不住,日益膨胀的野心和欲望结合现实的差异会让这群人到了一定阶段看到发展瓶颈,这里插一句,很多人觉得新东方的待遇不错,其实这一直以来是个误区,二十多年前时可能是这样(当时分成很粗犷,校长最多可以拿走接近30%),之后其实这个比例在下降,当然早期为了寻求快速发展,财务制度的不完善(也没有上市),品牌在那一阶段的作用相对没有突出的那么明显。

从12年之后,随着一系列运营管理制度的改革和调整,借助于K12行业市场大力发展,新东方做的依然非常好,既留学之后踏上了一条新的快车道,很难说最近十年的发展个人在里面究竟起到了多大作用,毕竟新东方这三个字真的是太强了,在优势领域很难做的不好,当然距离顶级还是需要付出努力的。所以上至校长下至老师的待遇都已无法和二十年前甚至十年前对比了,尤其层级这块想要突破和打破现有格局其实也是很难的,当然这样设计管理层其实也有参考好未来的模式。

线下的新东方就像一部巨大的机器,里面的齿轮在有条不紊的运转,这其中每名老师和员工只是其中的一颗螺丝钉,少了谁都不会影响运转。所以当我们在提董宇辉的发展轨迹时,他走的其实也是这样一条路,西安学校一名普通的线下老师,如果继续这么上下去,别说名师了,就是想涨课时费都难。

这里不去多谈甄选大火背后的因素,当董宇辉发现他重新拥有了像二十年前十几年前那波人一样的机会时,内心还是非常期待的,K12起不来直播带货也可以么(曾经差点离职)。所以当老俞跟他谈话时,承诺他这些那些时,那时的董是对自己在新东方的发展是非常向往的,不过之后的事大家也看到了,从对于人才的宽松管理到后来的各种限制(董到现在还只是一名主播,在运营这块对他还是限制很大的),这中间的转变为什么会变化我们可能会推测出来,但这一决策人一定只有老俞一个人。当董发现自己个人在最黄金的年龄阶段,最具备爆发的时期受到了约束,同时看不到什么“未来”时,现在的一切就已经不是小作文不作文的问题了。

从胡敏、江博、徐小平、王强、罗永浩、陈向东、沙云龙等等数不过来从公司出走的高管和人才来看,这次的董宇辉即便最终会离开(目前看概率极大)也只是这家刚刚迈过三十年教培巨头在发展过程中的一个插曲,丝毫对新东方构不成中长期的影响。只不过短期会承受很大压力,这也不是问题,最近二十多年的发展过程中,无数人都曾在离开时放出豪言,大多数都是要干死老东家,但最后还不是看着他发展壮大,你只要记住一点,这家公司的灵魂永远只有一个,那就是俞敏洪。



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