Series - Front Office Quarterly Monitoring, Mid-Year, and Retrospective Review Reports

Identity area

Reference code

WB IBRD/IDA DEC-03-12

Title

Front Office Quarterly Monitoring, Mid-Year, and Retrospective Review Reports

Date(s)

  • 1991 - 1997 (Creation)

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Extent and medium

3.49 linear feet of textual records

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Scope and content

Most of these copies of DEC 's Apex, Quarterly Monitoring, Mid-Year, and Retrospective Review Reports were maintained by Lesley Davis (Leslie Davis Arnold) who was Program Coordinator for Administration in DEC's Front Office. The FY 92 Apex Reports were submitted after the end of the first quarter to the Policy and Review Department (PRD) before that unit was abolished in the 1992 reorganization. The FY 92 DEC Apex Reports described the status of DEC's implementation of the FY 1992 PRE [Policy, Research and External Affairs] Management Contract, compared quarter outcomes with the original plan in the Contract, described major activities/accomplishments by program objective category (POC), and described the status of EDI's development training program and EXT's [External Affairs Department] public information work and publications program. The report also commented on cross-cutting topics such as private sector development, environment, poverty, and women in development.

In FY 93, the Apex Reports were renamed Quarterly Monitoring Reports and, similar to the earlier Apex Reports, described progress of DEC departments against their individual Management Contracts and commented on cross-cutting topics. Guidance memoranda, divisions' submissions, and other related correspondence are found with the Monitoring Reports submitted to the Director, Planning and budgeting Department (PBD) following the First (FYs 93 - 95) and Third (FYs 94 - 97) Quarters of the fiscal year.

DEC's Mid-Year Review Reports (FYs 92 - 94, 96, 97) were prepared to provide bases for estimating whether fiscal year objectives and plans would be achieved. They covered structural changes within DEC and cross-support activities and compared first-half of the year performance of the DEC Departments and other units to the Management Contracts. Sometimes the Mid-Year Review Reports were accompanied by requests to PBD for additional funds for the second half of the fiscal year for programs included in the Management Contracts.

Retrospective Reviews (FYs 92 - 96 and FY 99) were conducted for DEC organizations after the close of a fiscal year. They provided Department Directors and the Vice President opportunities to compare organizational performance against the fiscal year budget plan or management contract, to determine the reasons for any deviations from the plan, to gain insights for the implementation of the new fiscal year budget plan, and to share findings at the institutional level. The reports, which were submitted to PBD/PBDPR [Program and Budget Review Division], provided an overview of the implementation of the past year's work program, highlights of program activities, services to other parts of the Bank, and dissemination activities.

At the beginning of FY 97 the Mid-Year and Retrospective Review Reports were replaced by Semiannual Reports on Monitoring the Bank's Strategic Compact - the plan for fundamental reform to make the Bank more effective in delivering its Regional program and achieving its basic mission of reducing poverty.DEC submitted data to PBD for retrospective reporting and, in addition, DEC provided a brief retrospective narrative report describing steps taken to deliver on the Compact. The FY 99 Retrospective Review consisted of: a review of progress under the Strategic Compact; a review of focus areas and major programs and activities; and budgetary information.

Davis also maintained a copy of the Country Economics Department's (CED) Black Book, which was developed at the end of FY 92. The black Book includes a completion report on each of the research or policy tasks completed by CED during that fiscal year, a summary linking work completed in FY 92 to the FY 93 work program, and a list of CED FY 92 publications.

Appraisal, destruction and scheduling

Accruals

System of arrangement

Records are arranged by fiscal year.

Conditions of access and use area

Conditions governing access

Records are subject to the World Bank Policy on Access to Information.

Conditions governing reproduction

Records are subject to the Copyright Policy of the World Bank Group.

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An inventory list is available here.

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Existence and location of copies

Related units of description


  • See Records of the Office of the Chief Economist -- Records of the Office of the Vice President, Development Economics and Chief Economist and Later Senior Vice President, Development Economics and Chief Economist (DECVP) -- Front Office Work Program and budget Records for Fiscal Years 1993 - 1998 (WB IBRD/IDA DEC-03-11); Records of the Office of the Chief Economist -- Records of the Office ofthe Vice President, Development Economics and Chief Economist and Later Senior Vice President, Development Economics and Chief Economist (DECVP) -- Front Office Business Plans for Fiscal Years 1991 - 2000 (WB IBRD/IDA DEC-03-13). See Records of the Office of the Chief Economist -- Records of the Office of the Vice President, Development Economics and Chief Economist and Later Senior Vice President, Development Economics and Chief Economist (DECVP) -- Apex and Retrospective Review Reports Maintained in the Policy and Review Department (WB IBRD/IDA DEC-03-34) for earlier reports.

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Rules and/or conventions used

Internal World Bank Group Archives rules based on ISAD(G).

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Dates of creation revision deletion

3 October 2011

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