It's easy to look at this from a culture of performance and say "drown them all". It seems to me that MM is trying to salvage the good people who got carried away with the bad culture because she understands that the problem isn't just a few bad apples, it's a mind set.
The way to move to ROWE is not by firing all the employees, it's transformation, no? I mean what do I know, I'm no manager but it seems like there's a way to do this and a way not to, and then there's another way to do it with 14 thousand employees.
Managing people by adopting draconian measures never works. Your talented workers will resent you for managing with an iron fist, while your lazy team members will turn up to work and be just as unproductive in the office.
If you have a problem with quality and productivity, you have a problem with hiring or an inability to measure and manage performance. It should be of no consequence to a CEO of a global technology company if Joe Blow in engineering works from home every Friday.
Can most claim that actually having to go to work is "intolerable" if they've not so much as logged into the VPN? Probably not. But the stay-at-home moms who can demonstrate they've been producing while teleworking might have a leg to stand on there.
It needs to be adopted first, and that sounds like another long-term project. Meanwhile the hope is that some under-performers will just quit - faster and cheaper for the company.
If people are coasting at home OR at the office you can tell that by their work output. Where they do their work doesn't enter into it.
Adopting a Results Only Work Environment (http://gorowe.com) would allow them to have folks who work from anywhere and give management the tools to fire under-performers.
If this were only a temporary measure, a "reset" so to speak, then I still don't agree with it (I think you can do that without the disruption), but it would be understandable. As they have not said that this is temporary, I have no reason to think it'll come back in the future, which is the tragedy.
It doesn't have to be like this.