Most of the records in this series relate to the work of a World Bank Group (WBG) working group, led by Yukio Yoshimura, senior advisor to World Bank Group President James Wolfensohn, that was established in 2001 to report on the status of the WBG's relationship with Japan. Working group team members interviewed more than 300 WBG staff and leaders in Japan's government, private sector, academia, non-government organizations (NGOs) and media. Summaries of these interviews are included in this series, as is the final report titled "Reshaping the World Bank Group's Relationship with Japan", submitted to President Wolfensohn on June 12, 2002. The report covers both strategic and working level engagement and offers recommendations for WBG senior management. Slides and notes for an October 2001 briefing for President Wolfensohn describe the proposed working group and its methods and objectives. A list of team members and potential interviewees is also included.

Other records in this series consist of monthly reports on Japan authored by Yoshimura and submitted to President Wolfensohn. Records related to a WBG "Consultative Group Meeting" are also included; these include a summary of a February 2002 meeting, a report containing a "working hypothesis" on the relationship between Japan and the WBG, and slides for a presentation of the work program for a broader Japan/WBG research initiative.

Series primarily relates to the work of the Japan-WBG Working Group led by Yoshimura. The working group researched and reported on the status of the WBG's relationship with Japan. Records include presentation slides, interview materials, and the final report. Other materials in this series relate to Yoshimura's reports to President Wolfensohn on Japan.

Records relate primarily to two engagements with commissioners on the International Financial Institutions (IFIs) Advisory Commission (also known as the Meltzer Commission) held in November 1999 and February 2000. McHugh played a significant role monitoring the commission and briefing World Bank Group (WBG) President Wolfensohn on the commission.

Records relating to the IFI Advisory Commission include briefing books for a dinner with the commission on November 1, 1999 and for a hearing with the commissionon February 2, 2000. Briefing book records consist of talking points, background on the formation of the commission, background on commission members, and papers and reports on the topic of IFIs authored by commission members.

Other records in this series relate to a series of meetings President Wolfensohn had with units of International Finance Corporation (IFC) in December 1997. Records consist of briefing materials as well as resources provided to President Wolfensohn following individual meetings.

Series consists of records relating to McHugh's travels in late 1994 and 1996. Travel includes: the "Lesson with Borders" conference in Denver, Colorado in May 1996; Des Moines, Iowa for various meetings in June 1996; meetings with the heads of foundations in Washington, DC in March 1996; and a Socratic Seminar during the 1994 Board of Governors Annual Meetings in Madrid, Spain in October 1994.

Records consist of briefing notes, schedules and agendas, logistical materials, meeting notes, and correspondence.

Series consists of records used to maintain information on the World Bank Group's (WBG) relationship with various countries and regions. In addition to records relating to McHugh's role as counselor to WBG President James Wolfensohn, series also includes, in lesser amount, records that date to McHugh's role as counselor to WBG President Lewis Preston, Wolfensohn's predecessor. Series contains folders on individual countries: contents in folders may be general in nature, covering a variety of topics, or mayrelate to a single WBG project or topic.

Series consists of memoranda, letters, or electronic mail authored by McHugh or received from other WBG staff. Other correspondence includes letters between McHugh or other WBG staff and external parties, including government officials, nongovernmental organizations (NGOs), and others. Series includes copies of reports and articles authored by the WBG, country governments, NGOs, and others on political and economic aspects of countries. A small amount of briefing materials for President Wolfensohn and other WBG senior staff for meetings with country officials are included as are back-to-office reports and informal notes on mission travel authored by WBG senior officials.

Series consists of records created and maintained by Matthew F. McHugh, counselor to the WBG president, primarily during his time as counselor to President James Wolfensohn. Records consist of reference and informational materials primarily focusing on countries and Bank-financed projects. A small amount of travel records and presidential support records are also included.

Records relate to Conrad's role as senior adviser to President Wolfensohn from 1995 to 1997. Records specifically relate to subjects on which Conrad focused during his time at the World Bank Group (WBG). These include, but are not limited to: Multilateral Guarantee Investment Agency (MIGA); International Finance Corporation (IFC); infrastructure financing; WBG staff pension; guarantees, including the Guarantee Action Plan (GAP) Working Group, which Conrad contributed to; and WBG financing. Records relatingto Conrad's participation in President Wolfensohn's Executive Committee (EXCOM) meetings in 1996 and 1997 are also included.

Records primarily consist of internal communications in the form of memoranda, email, draft reports, and Board documents. A videotape titled World Bank Strategic Forum: A New Budget Process for the New Bank is included as are four audiotapes from the second CEO gathering at the World Bank Group from March 1998. Handwritten notes by Conrad are also included.

Copies of outgoing letters and faxes authored by Conrad and others are included. The latter includes external correspondence to and from President Wolfensohn. A small collection of newspaper clippings relating to topics of Conrad's interest are included, as are a small number of external publications (brochures, journals, etc.)

Records relate to topics that Conrad focused on during his time as senior advisor to President Wolfensohn. Records primarily consist of internal memoranda and correspondence.

Series consists of incoming and outgoing correspondence on a variety of topics. Correspondence takes the form of faxes, letters, and memoranda.

External correspondents include: staff members and diplomats at the United Nations; representatives of energy and environment-related organizations; leaders in the financial sector; government officials from various countries; academic institutions; and nongovernmental organizations (NGOs).

Series includes internal memos to President Wolfensohn. These are generally brief and relate to information sharing, mission and meeting briefing, planning and logistics, brief advisory submissions, and reports on Strong's activities. Other memos are to World Bank Group (WBG) senior management including managing directors and vice presidents. Topics are wide-ranging.

Faxes from Strong's office at the WBG to Strong's assistant are included. These generally include information for upcoming meetings and logistical information provided to Strong when he was away from Washington, DC

A small amount of correspondence relate to Strong's separate roles as chairman of the World Resources Institute (WRI) and the Earth Council.

Series contains subject files on various topics and organizations related to the energy and environment sectors and other areas relevant to Maurice Strong's role as senior adviser to World Bank Group (WBG) President James Wolfensohn. Topics include, but are not limited to: energy sector; water sector; environment sector; climate change; forests; biodiversity; the "Greening of the Bank" initiative; WBG's Strategic Compact; Consultative Group for International Agricultural Research (CGIAR); Multilateral Investment Guarantee Agency (MIGA); Economic Development Institute (EDI); and the Global Environment Facility (GEF). Series also includes general files related to the Environmentally Sustainable Development Vice Presidency (ESDVP) as well as correspondence between ESD Vice President Ismail Serageldin and Strong.

Records consist of information shared within the institution as well as resources received from external partners and other sources. Specifically, records include WBG authored background notes and papers, externally authored reports, press releases, slides and talking points for presentations, transcripts of speeches by WBG officials and external individuals, materials from conferences, invitations to participate in meetings and events, and correspondence and email.

Also included in this series are records related to an article drafted by Strong for inclusion in the United Nations Environment Programme (UNEP) journal Our Planet entitled "The Way Ahead". In addition, records relating to the WBG's involvement in the launch of WETV, a new broadcast television network, are also included.

Newspaper and magazine clippings are also included in this series and focus on topics related to Strong's work areas; some articles reference Strong specifically.

Series consists of records relating to external conferences attended by Maurice Strong in his capacity as senior adviser to the World Bank Group (WBG) president. Series also includes records relating to Strong's attendance at and participation in both internal and external meetings. Internal meetings often include meetings with President Wolfensohn as well as the Executive Management Committee (EXCOM). Records also relate to other meetings and retreats with WBG senior management, including the managing directors and vice presidents, as well as meetings involving WBG Board of Executive Directors. Records regarding planning and support provided for President Wolfensohn's attendance at meetings and conferences is also included. Strong's meetings with managing directors cover a range of topics, including the environment sector, rural development sector, the WBG's disclosure policy, private sector development, budget issues, and liaison with non-governmental organizations (NGOs). Records with WBG vice presidentsprimarily relate to Strong's participation in vice president strategy retreats in 1995 and 1996.

Records relating to the planning, preparation, and attendance of meetings by President Wolfensohn are included in this series and reflect Maurice Strong's role in guiding President Wolfensohn's attendance at and preparation for these meetings. Records primarily concern deciding which meetings President Wolfensohn will attend and briefing him in advance.

The series also includes records relating to conferences which Strong served as moderator or chair. These include the Global Knowledge Conference (June 1997), Getting Bureaucrats out of Business (October 1995), the Special E7 Meeting (June 1996), and the United Nations Conference on Human Settlements, Habitat II (June 1996). Records relating to conference participation and attendance include conference programs and schedules, background information for attendees, and logistical information.

Series consists of country and area records containing information on individual countries and various geopolitical areas. In some cases, records relating to individual countries are general in nature, covering a variety of topics. Other folders primarily relate to specific operations in the country or specific topics related to the country. Note, however, that folders with titles indicating a specific topic may also include records relating to other topics, activities, or World Bank Group (WBG) operationsin that country.

Records include correspondence and briefings originating in the WBG as well as correspondence, reports, and background information from government officials and offices, nongovernmental organizations (NGOs), or other external partners and sources.

Series consists of records relating to Marice Strong's liaison and involvement with the United Nations (UN) and its various affiliate organizations. Strong had previously served in a number of roles in the UN and during his time at the World Bank Group (WBG) he served as a liaison between the UN and the WBG.

Records in this series relate to the UN generally but also to specific affiliates, including the United Nations Environment Programme (UNEP), the United Nations Children's Fund (UNICEF), and the United Nations Development Programme (UNDP). Records relating to the United Nations Conference on Environment and Development (UNCED) are also included. Records also relate to Strong's advisory role in UN reform efforts; records reflecting this role begin in 1996, prior to Strong formally assuming the role of senior adviser to United Nations Secretary-General Kofi Annan on the United Nation's reform process in January 1997.

Records consist of correspondence (primarily letters and faxes) relating to information sharing and planning Strong's participation in various meetings and events. In lesser amount are records relating to coordination of President Wolfensohn's engagement with the UN.

Records relate to Maurice Strong's role as chairman of the Earth Council, a nongovernmental organization (NGO) established in the months following the 1992 United Nations Conference on Environment and Development (UNCED), also known as the Earth Summit, for which Strong served as the secretary-general. Records also relate to the World Bank Group's (WBG) engagement with the Earth Council and participation in Earth Council events.

Records relate to Rio +5, the 1997 United Nations General Assembly Special Session that reviewed progress made on the Earth Summit agreements. Many of these records relate to President Wolfensohn's attendance at and participation in the event. Other records relate to Strong's participation.

Other records in this series relate to Strong's attendance at and contribution to Earth Council meetings and events and to information sharing. Records include memos, reports, and informational brochures.

Records relate to Strong's role as senior adviser to President Wolfensohn from 1995 to 2000, although records from 1995 to 1997 predominate. The fonds includes a variety of record types that evidence his communication with and support for the president, including memoranda, notes, letters, and briefing materials. Series also includes chronological files and subject files containing records collected and received that relate to topics of interest for Strong. Correspondence between Strong and other Bank staff, particularly those in the environment and energy sectors, are included as is correspondence with UN officials. Records relating to Strong's attendance at or participation in meetings, retreats, and conferences are included as are a small amount of records that pertain to his involvement in roles and activities external to the WBG.

This series consists of records relating to preparation for President Wolfensohn's engagement with the news media. Engagements include print interviews, television interviews, interviews for film productions, and press conferences. Records include briefing materials as well as press clippings, magazine and journal articles, and other print media that was generated with or without the participation of President Wolfensohn or the World Bank Group (WBG). Note that materials related to engagement with the media during Annual and Spring Meetings are arranged elsewhere in this subfonds as are audio-video materials that resulted from Wolfensohn's involvement.

Some of the briefing materials contained in this series include a "Document Log" sheet, but they are not as common as with other types of briefing materials. Information in the log includes event title, interviewer name (if applicable), date and time of engagement, other logistical information, and brief information about the purpose and/or topics to be discussed during the engagement.

Cover notes for interviews and other engagements with the media are often included at the beginning of each briefing and can provide logistical information, rationale for the interview, information on the media outlet, and interview questions (if supplied). Cover notes for press clippings, when present, generally only include the title of the article and occasionally a small amount of background or summary of the story.

The briefing materials for each engagement with the media can include: talking points on topics that are expected to be discussed; background materials on topics to be discussed; question and answer documents containing suggested answers to specific questions; and biographies on the interviewer and, in some cases, samples of other stories they have written. In some cases, transcripts of interviews and press conferences are included as is internal correspondence regarding the use of the interview.

The series consists of published media clippings in the form ofclippings from newspapers, print outs of online articles, and full journals or magazines containing stories on the WBG and/or President Wolfensohn covering most of Wolfensohn's tenure. In addition, a small number of clippings profiling Wolfensohn prior to his arrival at the WBG and relating to his nomination as WBG president in March 1995 are also included. In some cases, clippings have been combined into single, large folders organized by date or topic; many of the clippings appear to have been compiled by the Office of External Relations (EXT) and forwarded to the Office of the Director (EXC). In other cases, a single clipping has been filed in one folder and filed with EXC's briefing materials. In almost all cases there are no accompanying records.

This series consists of records relating to support of travel by President Wolfensohn undertaken in his capacity as World Bank Group (WBG) president. Destinations included member countries of both advanced and developing economies. The objectives for Wolfensohn's travel were wide ranging, including reviewing WBG financed projects, meeting the institution's clients, promoting its work and mission, building and maintaining relationships with donors and supporters, participating in bilateral and multilateral meetings with world leaders and other stakeholders, and attending conferences.

Guidance for the preparation of the president's briefing materials by country directors, resident representatives, the Office of External Affairs (EXT) or other WBG staff is managed by the Office of the President's (EXC) Middle Office, which also participates in the planning and logistics of the president's travel. The Middle Office also receives the briefing materials from authors and disseminates to the president.

Briefing materials for each trip can range significantly in terms of content and size, depending on the nature and length of the trip. Briefing materials for most multi-country trips are organized in multiple volumes, often divided by country. Towards the end of Wolfensohn's tenure, briefing materials are, at times, divided even further into briefing materials for specific meetings or events.

Earlier travel briefing packages, from President Wolfensohn's arrival at the WBG in 1995 through 2002 or 2003, were logged in the Office of the President's (EXC) Lotus Notes archiving database together with related correspondence and other briefing materials. Each logged briefing package is given a sequential number and a "Document Log" profile was generated. In these earlier travel briefing folders, a hard copy of the log is included at the beginning of the folder; it consists of a subject or title field indicating what trip the material relates to and the date of the trip. In some cases, the table of contents for the briefingmaterials is also included. If the folder is part of a multivolume set of folders relating to a multi-country trip, the log will also indicate what portion of the trip that particular folder relates to.

Most briefing packages include a table of contents at the beginning of the file, but the types of information in each briefing package is not consistent. Travel briefing materials can include: cover note authored by EXC, EXT, or other senior WBG staff summarizing the trip; invitations from country leadersto visit their country; itineraries; logistical plans including transportation and security arrangements; information about country offices and country office staff; country fact sheets or "key data"; briefing notes covering "themes" or WBG priorities in the country or region; International Finance Corporation (IFC) briefs; Multilateral Investment Guarantee Agency (MIGA) briefs; International Monetary Fund (IMF) briefs; Bank Group or externally published materials relevant to the trip; documents illustrating different aspects of the WBG's work in specific countries or regions, including Bank country strategy, project briefs, projects under preparation, portfolio management, and Economic and Sector Work (ESW); internal memoranda related to topics relevant to the trip or to meetings Wolfensohn will participate in during the trip; maps; meeting information (including list of attendees, biographies of attendees, talking points, background on event/meeting, etc.); briefings for engagement with the media; speeches or notes for speeches to be made by President Wolfensohn; recent articles by the media on the country or related topics; articles by the media that were published during the trip and added to the briefing materials following the conclusion of the trip; thank-you letters from Wolfensohn to individuals he met with on trips and to WBG staff who organized the trips to be sent at the conclusion of the trip; notes on the trip and/or summary of the trip prepared for post-travel briefings and town halls.

The president's wife, Elaine Wolfensohn, accompanied him on many of his WBG-related trips. Briefing materials for Mrs. Wolfensohn are included for some trips. Materials include much of the same types of information included in President Wolfensohn's briefing materials, such as itinerary, country data and themes, WBG programming in the country, meeting notes, and press articles. In some cases, materials created for Mrs. Wolfensohn are integrated into the president's briefing package.

Note that handwritten notes,some in President Wolfensohn's hand, are sometimes found on the records in this series.

Finally, files containing itineraries from President Wolfensohn's travel throughout his tenure as WBG president are included in this series. Itineraries are logistical in nature, as they contain information on flights, ground transportation, and contact information in addition to basic information on scheduled meetings and events (location, participants, etc.)

This series consists of records relating to support for President Wolfensohn's participation in meetings and events with both internal and external partners. Meetings and events relate to all major functions for which the president of the World Bank Group (WBG) is responsible and encompass a wide range of activities, including meetings, conferences, retreats, phone calls, WBG staff events, exhibits, concerts, receptions and parties, dinners and luncheons, and others. Note that briefing materials supportingPresident Wolfensohn's participation in Spring and Annual Meetings activities, media engagements, and speaking engagements are arranged elsewhere in this subfonds as are records relating to briefing the president on mission travel.

The preparation of the president's briefing materials is managed by the Office of the President's Middle Office, who provides guidance to WBG staff in the preparation of briefing books and who receives briefing books from other WBG units. Briefing materials in this series are generated by staff in the Office of the President (EXC), the Office of External Relations (EXT), World Bank Group (WBG) managing directors, and other WBG vice presidencies.

Records relate to meetings and events with the WBG's external partners including heads of state and senior officials of member countries, leaders and representatives of civil society and nongovernmental organization (NGO) organizations, heads of private business and enterprise, leaders and representatives of other multilateral organizations (including the International Monetary Fund [IMF], United Nations, and other development economic institutions), donors, academics and thought leaders, and others.

Records also relate to meetings and events involving internal WBG staff. Topics include all aspects of WBG operations and administration. Records relate to meetings with WBG senior management, including managing directors and vice presidents, both individually and in small groups or as part of regular Executive Management Committee meetings(EXCOM), which consisted of both managing directors and some vice presidents, or Management Committee meetings, which consisted primarily of WBG managing directors. Briefing materials related to "Corporate Days" (1998-2005) are also included in this series. The monthly, day-long meeting, usually chaired by President Wolfensohn or by a managing director in his absence, included WBG senior leadership members (including leadership from the International Finance Corporation [IFC], Multilateral Investment Guarantee Agency [MIGA], and International Centre for Settlement of Investment Disputes [ICSID]) and involved discussion on key strategy and management issues.

Briefing materials in this series also relate to President Wolfensohn's meetings with leadership and senior management teams from nearly all WBG units, including: all regional vice presidencies, Human Development Network (HDN), Environmentally and Socially Sustainable Development Network (ESSD), Poverty Reduction and Economic Management Network (PREM), Private Sector Development and Infrastructure Network (PSI), Financial Sector Network (FSN), Development Economics Vice Presidency (DEC), External Affairs and United Nations Affairs (EXT), Operations Policy and Country Services (OPCS), Resource Mobilization and Cofinancing (RMC), Treasury (TRE), Strategy and Resource Management (SRM, later Strategy, Finance, and Resource Management [SFR]), Controller (CTR), Economic Development Institute (EDI, later World Bank Institute [WBI]), General Accounting Office (GAO), General Services Department (GSD), Human Resources (HR), Information Solutions Group (ISG), Internal Auditing Department (IAD), Legal Vice Presidency (LEG), and Operations Evaluation Department (OED). Briefing materials related to meetings with the staff from the International Finance Corporation (IFC) and Multilateral Investment Guarantee Agency (MIGA) are also included.

Briefing materials for meetings attended by President Wolfensohn on numerous WBG programs and initiatives are included in this series. These include, but are not limited to: the Heavily Indebted Poor Countries (HIPC), a comprehensive approach to relieve high external debt burdens of poor nations; the Strategic Compact, a series of initiatives approved by the WBG Board of Directors in 1997 designed to clarify the objectives of the WBG and address issues of accountability; the semi-regular Strategic Forum, a strategy and planning meeting first held in January 1998 consisting of President Wolfensohn and senior management; the Comprehensive Development Framework (CDF), President Wolfensohn's new and more inclusive approach to WBG operations; the Development Gateway, an early WBG initiative to connect the WBG, its members, and other development practitioners via the internet; the Ideas Line, a program designed to solicit suggestions and feedback from WBG staff; the President's contingency fund, the institutional budget reserve intended to fund major resource requirements that were not anticipated at the time of budget preparation; and CEO Days, an annual forum for the exchange of ideas between external business leaders and WBG senior management hosted by President Wolfensohn and the WBG.

This series also includes a small number of briefing materials created for President Wolfensohn at his request but not for a specific meeting or event. Of note are the folders titled "Presidential Archives" which contain initial briefings by WBG units and senior staff on various WBG functions and topics; these folders date from March 1995, prior to Wolfensohn's official arrival at the WBG.

Briefing materials for each meeting or event range significantly. Briefing materials range in size from thin, grey portfolio folders containing a small number of documents to large accordion folders or multi-volume sets of folders. Most folders include a "Document Log" sheet at the beginning or end of the records that is generated by EXC's document management system. The log contains a field for information related to the meeting or event that may include: title of meeting; nature of President Wolfensohn's participation; venue/location; contact information; program outline; attendees; and support provided by WBG staff.

Briefing materials for both external and internal meetings may include a broad range of information and document types. Information and/or documentation related to the request for or origin of the meeting or event may be included in the form of communication and/or invitation from the participants. Communications between EXC and other meeting participants may be included and could include logistical information or briefing materials. Internal WBG communications relating to meeting or event logistics may also be included.

Guidance for the president in the form of a cover note, talking points, or possible discussion topics is often included, although they can range in degree of formality, from official briefings authored by EXC or EXT staff, WBG managing directors, or WBG vice presidents to less formal notes authored by President Wolfensohn's chief of staff, assistants, or advisers. In some cases, meeting counterparts will provide briefing materials in advance of the meeting.

A list of meeting or event participants is commonly included in briefing materials, particularly for external meeting and events. Short biographies of meeting participants are sometimes included.

Briefing materials created for meetings and events with country leaders, officials, and other representatives often include extensive information on the country in the form of country briefs (focusing on political and economic developments and key economic data), relevant WBG reports (country reports, project documents, etc.), internal correspondence that discusses the country or the WBG's engagement with the country, and copies of past press releases. Briefing materials often include possible discussion topics or talking points.

Similarly, for meetings with representatives of private business or civil society, briefing materials may include lists of and information on meeting or event participants, summaries of organizations including their histories, copies of past press releases, minutes from previous meetings with same individuals or organizations, copies of past correspondence relevant to the meeting or event, and internal correspondence relating to meeting or event planning or logistics. These materials may also include discussion topics or talking points.

Handwritten notes, presumably by President Wolfensohn as well as others, are sometimes found on the records in this series.

At a later point in President Wolfensohn's tenure as WBG president, the practice of inserting meeting minutes into the briefing folder at some point after the conclusion of the meeting was initiated.

This series consists of records relating to support for President Wolfensohn's speaking engagements from throughout his presidency. This includes speeches both internal to the World Bank Group (WBG) and at external events. Exceptions include addresses he made at Annual and Spring Meetings and, in some cases, speeches he made while on mission travel; records related to these engagements are arranged elsewhere in this subfonds. Briefing materials for speaking engagements were primarily compiled by staff in the Office of the President's (EXC) Middle Office which included the president's speechwriter. Materials were also contributed by staff in other WBG units, especially the Office of External Relations (EXT). The Middle Office also oversaw the planning and logistics for speaking engagements.

External audiences for President's speeches are varied as are the occasions upon which he was asked to speak. These include: keynote speeches at conferences, forums, and similar events; the launch, inauguration, or anniversary of programs or institutions; speeches at various receptions and other social events; and others. Speaking engagements internal to the WBG generally include conferences, forums, and various training or team-building events.

Briefing materials for each speaking engagement range in size from thin, grey portfolio folders containing only a single briefing note to large accordion folders containing a variety of materials. Most folders include a "Document Log" sheet at the beginning or end of the records that is generated by EXC's document management system. The information contained in the log is not consistent, but may include event name, speech title, date and time of Wolfensohn's speech, location, program information, contact information, and a list of other activities that he will participate in.

The briefing materials themselves generally include either the text for a speech to be given by Wolfensohn or, more often, talking points or a briefing memo from which he would base his speech. Some of thesematerials have handwritten notes or other markings on them, presumably made by Wolfensohn in preparation for the speech.

Briefing materials often contain a cover note describing the purpose and objective of the speech, main topics or issues to be addressed, the list of potential audience members, and/or possible sensitivities. The original invitation to speak is often included, as is promotional information relating to the event he will be speaking at, when applicable. Background information on the eventand reference material relating to the topic of Wolfensohn's speech may also be included; the latter can include relevant reports and fact sheets, materials distributed by even organizers, and background information on the organization, host country, or, in the case of internal speaking engagements, the WBG unit that is hosting the engagement. At larger events, lists of other speakers and their biographies are sometimes included. Minutes for these engagements are sometimes included, but rarely. Transcriptsof his speeches are also sometimes added to the folder after the event has concluded.

This series also consists of briefing materials for speaking events that Wolfensohn videotaped ahead of time when he could not participate in person. Materials related to these events are not significantly different from in-person speaking engagement in that they usually have information about the event, background information, etc., in addition to the speech or talking points for the speech he will be giving.

Also included in this series is a compilation of speech notes, talking points, etc., from 1999. The records are organized by month and appear to be the reference collection of EXC speechwriter Dale Lautenbach.

This series consists of records relating to preparation for President Wolfensohn's participation in the Annual Meetings of the International Monetary Fund (IMF) and the World Bank Group (WBG) Board of Governors and the Spring Meetings of the IMF and WBG Board of Governors. These records primarily take the form of briefing materials containing logistical information, talking points, and background information on countries and topics to be discussed at individual meetings.

The IMF and WBG Board of Governors Annual Meetings take place annually in the fall and alternate between the WBG's headquarters in Washington, D.C. and, every third year, in a member country. The Spring Meetings take place annually in the spring in Washington, D.C. During Annual Meetings, the WBG and IMF Boards of Governors meet in plenary sessions where broader policy discussions related to the two institutions is discussed. Meetings of the WBG-IMF Development Committee and the International Monetary and Financial Committee (IMFC) take place at both the Annual and Spring Meetings, as do other meetings and events where representatives of civil society organizations, journalists, private sector executives, academics, WBG and IMF staff, and representatives of other international organizations also participate.

During both Annual and Spring Meetings, the WBG president participates in many of the aforementioned meetings as well as bilateral meetings with member country leaders and senior officials, representatives of civil society including non-governmental organizations (NGOs), business leaders, and others. He also delivers an opening address and participates in media availabilities and social events.

Records in this series primarily take the form of briefing materials prepared in advance of meetings and other events participated in by President Wolfensohn during Annual and Spring Meetings. A smaller amount of briefing materials included in this series relate to preparatory meetings involving President Wolfensohn held prior to the Annual and Spring Meetings. Thematic briefing materials which are prepared not for specific meetings but for the president's general briefing on specific topics are also included.

Briefing materials vary in size and types of information. Most folders include a "Document Log" sheet that is generated by EXC's document management system. The log contains a field for information related to the meeting or event; information may include meeting name, participants list, contacts' information, venue, and other notes. Logs for thematic briefing materials often contain an index.

Note that handwritten notes, presumably by President Wolfensohn as well as others, are sometimes found on the records in this series.

The most common type of briefing materials are those created in support of the president's bilateral meetings with country delegations. These records can include: a list of participants; biographies of meeting participants; key issues for discussion; issues to be raised by meeting counterparts (often shared by the counterpart prior to the meeting); notes on the country's engagement with the WBG (i.e. loans, IDA contributions, procurement, trust funds, etc.); notes from the International Finance Corporation (IFC) and Multilateral Investment Guarantee Agency (MIGA); minutes from past meetings; recent relevant correspondence with representatives of the country; and recent internal memoranda in which the country was discussed.

Briefing materials for the president's participation in Development Committee and IMFC meetings are included in this series. Records can include a seating chart, constituency list, list of observers, agenda, steering brief from the committee's executive secretary, Development Committee communique, background on topics to be discussed, and talking points for President Wolfensohn's participation.

Briefing materials for the president's meetings with civil society and NGOs and regional governors (group meetings including the WBG president and multiple governors of individual regions) are also included in this series and consist of similar materials as described above. President Wolfensohn also participated in meetings and townhalls during Annual and Spring Meetings in which he made speeches; materials related to these activities are also included in this series.

Briefing materials created in preparation for engagements with the media are also included in this series. These engagements can include interviews and press conferences with media from around the world during which various topics are discussed. Materials can consist of a suggested main message or talking points, background resources, and question and answer documents containing suggested answers to specific questions. Transcripts of media engagements, including press conferences, are sometimes included. Also included are folders of press coverage which generally consist of newspaper clippings, journal articles, or printed out online articles that relate to Annual or Spring.

Thematic briefing binders relate to a variety of operational and administrative topics and are created as needed for general use but especially for media appearances. A thematic briefing binder can contain between 20-30 topics such as debt and debt sustainability, IDA, budget and compensation, trade, education, human rights, the environment, etc. Briefing materials can consist of notes created specifically for the briefing, reports or portions of reports, internal correspondence or memoranda, etc.

This series consists of records relating to preparation for President Wolfensohn's participation in meetings and other engagements with the World Bank Group's (WBG) Board of Executive Directors. The Board plays a role in deciding on proposals made by the WBG president relating to loans, credits, and guarantees, new policies, and administrative budget. The WBG president serves as chairman of the Board, meeting regularly with the Board of Executive Directors, both formally and informally. Records in this series relate to both formal meetings between President Wolfensohn, WBG leadership, and the Board as well as informal meetings on specific topics often consisting of individual or small groups of executive directors and the president.

Records in this series primarily take the form of briefing materials created for President Wolfensohn. Briefing materials for formal meetings of the Board are primarily compiled by Office of the President (EXC) staff and WBG senior leadership, including managing directors and vice presidents. Generally, these briefing materials are not as organized or consistent as other briefing materials created for the president; they usually lack cover sheets and indexes and internal correspondence and correspondence with executive directors is often included along with other material.

Briefing materials for most formal Board meetings include a "Document Log" sheet at the beginning or end of the records that is generated by EXC's document management system. The log usually contains information about: the meeting (agenda, participants, etc.); nature of President Wolfensohn's participation; and the roles and support provided by WBG staff.

Other briefing materials include Bank reports, minutes from past Board and non-Board meetings, talking points, and summaries of comments submitted to the president on specific topics. Also note that, while the WBG president chairs meetings with the Board of Directors, WBG leadership and staff are often responsible for presenting proposed projects, policies, or other topics. As such, briefing material includes presentation materials, either in the form of notes or presentation slides, authored and disseminated by WBG staff.

Briefing materials for informal meetings can include a covers sheet describing the origin and purpose of the meeting, background materials on topics to be discussed, biographies of meeting counterparts, and internal correspondence relating to the planning and preparation for the meeting. Briefing materials for ad hoc events involving executive directors, such as seminars, dinners, or field trips, contain records similar to above as well as logistical information.

This series consists of external correspondence received by President Wolfensohn during his tenure as World Bank Group president. It also includes internal correspondence received by the president from 2000 to the end of his tenure in 2005. Internal and external correspondence was, from the beginning of Wolfensohn's tenure in 1995 to the end of 1999, managed separately and in separate sequences in the Office of the President's (EXC) document management database. Internal correspondence from this period is arranged elsewhere in this subfonds. Beginning in 2000, external and internal correspondence were combined and have not been separated, resulting in the inclusion of internal correspondence from 2000 to 2005 in this series.

The majority of external correspondence files are initiated by incoming correspondence. These take the form of letters, faxes, and emails and can sometimes include accompanying information in the form of brochures, fact sheets, reports, and similar. A small amount of external communication is initiated by the Office of the President (EXC). The purpose of this type of correspondence can include expressions of congratulations or gratitude, requests for participation in programs or conferences, or requests for donations.

Upon receiving or initiating a correspondence, the letter was logged in the correspondence management database and given a reference number. A profile for each piece of correspondence was completed and, in almost all cases, this information was added to the physical file in the form of an "External Correspondence Profile". The profile includes a description of the correspondence (name, organization, addressee at the WBG, date, and topic) and the WBG office and individual designated for action. In most cases, the "action" is to draft a response either for the president's signature or by a member of WBG senior management in the president's place; in these cases, instructions and a due date are provided. In addition to the profile, each external correspondence package may consist of internal memoranda or emails discussing the response (including related past communications and other materials to provide background information) and the response itself. In some cases, responses to correspondence were made by telephone and this is noted in the internal correspondence or on the correspondence profile. In others, it is determined that no response is necessary and this is noted in the instructions in the correspondence profile. Generally, all materials relating to a single correspondence are stapled together. Some of the incoming correspondence is in a language other than English; in these cases, an English translation is usually provided either by the correspondent or by the Bank.

The types of external correspondents included in this series are wide-ranging. They include: country leaders, government officials, and diplomats; international organizations; non-governmental organizations (NGOs) and other members of civil society; foundations; academic and research institutions; public figures; and private citizens.

Note that the correspondence unit also received and logged personal correspondence received by President Wolfensohn. Following its registration, personal correspondence was managed separately and is not included in this series. However, as the personal correspondence was logged, it did receive a reference number and this explains the missing items in the reference numbering sequence. In later years, beginning in 2002, a paper was inserted into the physical correspondence that read "JDW Personal Mail (No File Copy)".

The topics covered in the correspondence are varied. They include: requests for financial support or information; expressions of gratitude and congratulations; invitations for the president to visit a country or organization, to participate in conferences, to speak at events, or to contribute an article; invitations for the president to attend social events; knowledge and information sharing; and networking and making connections.

As noted, this series includes internal correspondence received and sent by President Wolfensohn from 2000 to the end of his tenure in 2005. Internal correspondence makes up a very small percentage of the records during this time. Correspondents generally include members of the WBG's senior management and relate to information sharing, responses to President Wolfensohn's requests for information, discussion of personnel decisions, updates on projects, and courtesy copies of correspondence between other WBG staff.

This series contains internal correspondence sent and received by President Wolfensohn from the beginning of his tenure in 1995 to the end of 1999. Beginning in 2000, internal and external correspondence was filed together physically and managed together in a single sequence in the document management database. Internal and external correspondence from this period have not been separated, resulting in internal correspondence from 2000 to 2005 being arranged together with external correspondence elsewhere in this subfonds.

The majority of the internal correspondence in this series is initiated by incoming correspondence. Most of the correspondence is with the World Bank Group's (WBG) senior management, including managing directors and vice presidents, although correspondence involving other upper-level WBG staff is also included. Correspondence takes the form of memoranda and printed-off emails and can sometimes include accompanying information in the form of reports and informal notes.

A small amount of communication in this series was initiated by President Wolfensohn or the Office of the President (EXC). The purpose of most correspondence initiated by the president or EXC was to seek information, updates, or opinion from Bank Group staff.

Upon receiving or initiating a piece of correspondence, the item was logged by EXC's correspondence unit in the document management system, EnCorr, and given a reference number. With just a few exceptions from the beginning of President Wolfensohn's tenure in 1995, a profile for each internal correspondence was not created as it was for external correspondence. Instead, the database reference number was handwritten on the first page of the correspondence. Instructions on how to handle or proceed with correspondence, if included, are provided in the form of handwritten notes added to the first page of the correspondence package or provided in additional email or memoranda that is stapled to the correspondence. In some cases, correspondence in the form of memoranda or printed-off emails reach President Wolfensohn who then made handwritten responses directly on the initial correspondence; his notes are then included in an email response to the original sender.

The topics covered in the correspondence are varied and include: updates on WBG projects; geopolitical and country economic updates; submission of draft reports for review; discussion of staffing, appointments, and other matters related to personnel management; summaries or minutes from meetings with WBG departments; and media engagement (in the form of sharing media clippings or preparation for media engagement). Correspondence with the Board of Executive Directors and with individual executive directors is also included.

This series consists of records created and received by the Office of the President's (EXC) Middle Office. The Middle Office was responsible for managing the president's activities, including mission travel, meetings, and appearances; this included confirming trip dates, planning trips, and planning briefing books and pre-trip briefings. The office also supported the president's participation in speaking engagements and press conferences, including speechwriting. It also received and managed photographs, press clippings, and other memorabilia. The president's chief of staff, who headed the Middle Office, played an advisory role to the president.

Series consists of chronological files of Rachel Lomax who served in the role of President Wolfensohn's chief of staff from September 1995 to August 1996. Records primarily date from September and October 1995. A small number of materials date from July 1995. Lomax's chronological files primarily consist of incoming correspondence addressed directly to Lomax or received by her as courtesy or for her information. Lomax organized her chronological folders according to recipient and/or broad groupings of WBG organizational entities such as vice presidents, executive directors, Office of External Relations (EXT), and Office of the President (EXC). Topics contained in each of these groupings often overlap. They include: 1995 Board of Governors Annual Meeting planning; planning for other meetings involving President Wolfensohn, including the Development Committee and meetings and retreats with executive directors; planning for President Wolfensohn's mission travel; responses to correspondence and invitations received by the president; drafting speeches for President Wolfensohn; division of responsibilities in EXC; debt and debt relief; WBG operations, specifically potentially controversial projects; organizational restructuring or reorganization; and various other topics. Records relating to EXT and EXT Vice President Mark Malloch Brown primarily consist of press clippings forwarded to Lomax by EXT, but also include records relating to various activities of President Wolfensohn, including meetings, speeches, and press availability.

A small amount of correspondence between Lomax and external individuals is also included. This correspondence primarily relates to information sharing and invitations to events, although some relates to various topics involving President Wolfensohn and the Office of the President.

A chronological file relating to Josie Bassinette, assistant in the Office of the President, is also included. Records relate to topics in her purview and primarily take the form of internal and external correspondence. Bassinette's areas of responsibility included vice presidential unit (VPU) meetings, Board of Governors Annual Meetings, Board of Executive Directors and Secretary's Department, Controllers, personnel, legal, and WBG operations. Correspondence dates from January 1996 to October 1996. A small amount of memoranda and notes to President Wolfensohn are also included.

Also included in this series are subject files stored in the Middle Office classified as "strictly confidential". It is likely that most of these records were created or received by Xavier Coll, who served as President Wolfensohn's chief of staff from December 2001 to October 2004.

Subject file records date from 1999 to 2005 (predominant April 2001 to December 2004) and cover a number of topics in various forms, including: a draft work program for the faith and ethics agenda; correspondence andupdates from the WBG Office of Ethics and Business Conduct, Department of Institutional Integrity (INT), and Conflict Resolution System; briefing materials for President Wolfensohn's meetings with executive directors, Multilateral Investment Guarantee Agency (MIGA) staff and from meetings on the WBG anti-corruption strategy. Records related to performance evaluation of WBG vice presidents and EXC staff, including managing directors, are also included as are records related to the hiring of the MIGA Executive Vice President in 2003. A Memorandum for the Record authored by WBG Managing Director Mamphela Ramphele is included and consists

of a survey of her contributions to the WBG and a selection of speeches and articles authored by Ramphele. Other topics discussed in the subject files include: correspondence unit activities, presidential succession, presidential security, EXC budget, and 2002 and 2004 WBG staff surveys.

This series contains photographs documenting internal and external meetings, speaking engagements, appearances, mission travel, and other events participated in by President Wolfensohn or otherwise related to the activities of the Office of the President (EXC). Most photographs are taken by World Bank Group (WBG) photographers, although some were apparently taken by country offices hosting the president or by host countries or organizations who similarly documented the event and shared the photographs withthe EXC. In the case of photos shared by other parties, a letter or note that accompanied the photos is sometimes included.

Materials in this series are almost all photograph prints; a very small number of slides, negatives, and contact sheets are also included. Photographic prints range in dimension. The majority are color but black and white photos are also included.

Most photographs are in file folders, while some are in envelopes or, in even lesser number, scrapbooks. The number of photos in folders and envelopes generally range from one to ten photos, although there are instances where a folder can contain more than fifty photos, particularly those related to mission travel. A very small number of the photos are housed in frames, likely as the result of being given to President Wolfensohn as a gift.

Photos from President Wolfensohn's mission travel are the most numerable and cover a wide variety of activities, from meeting with country heads of state, government ministers, civic leaders, and private citizens, to touring cultural sites and WBG project. Mission travel includes both visits to country members who receive World Bank Group loans as well as travel to countries that fund and donate WBG operations. A number of travel-related photographs are of Elaine Wolfensohn, President Wolfensohn's wife, who accompanied him on much of his mission travel and would often tour project and cultural sites and meet with local people independently. A small number of photograph albums sent from country governments and/or representatives that had hosted President Wolfensohn are also included in this series.

Photos related to non-mission travel activities, primarily internal to the WBG or at events in the Washington, D.C. area, are also included. These include photos from the WBG / International Monetary Fund (IMF) Board of Governors Spring and Annual Meetings as well as internal events participated in or attended by President Wolfensohn, such as loan signings, social events, and staff recognition events. Photos with senior World Bank Group staff are also included.

A small number of photos not directly related to President Wolfensohn or EXC are also included in this series. These photos presumably were used for publications or communications originating in EXC. They include photos of senior staff, loan signings, World Bank Articles of Agreement signing, and country photos. Some of these photos date from prior to President Wolfensohn's tenure or are undated.

A small amount of textual materials accompany photos.These are primarily Document Log sheets generated by EXC and contain a description and date of the photo. Receipts generated by the internal printing unit are also included in a small number of folders. Records dating from 2004-05 that relate to the management and digitization of photos in this series are also included. Other textual materials sometimes found in folders alongside photos include agendas and itineraries from meetings and mission travel documented in the photos.

A small number of publications have been included in this series. These are generally travel or tourist publications that were either collected by WBG staff during President Wolfensohn's mission travel or gifted to President Wolfensohn during mission travel. Of these publications only one, a photo album commemorating the 1997 Annual Meetings in Hong Kong, relates directly to the World Bank Group.

Series contains video and audio recordings of internal and external speeches, appearances, interviews, and other events participated in by President Wolfensohn or otherwise related to the activities of the Office of the President (EXC). Documentation of these events was usually undertaken by the Bank's general services staff at the request of the Office of the President or was done externally after which physical copies of the recording were shared with the World Bank Group (WBG).

The materials in this series document a variety of appearances made by President Wolfensohn during his tenure as WBG president. These can include President Wolfensohn's participation at both meetings and events organized by the WBG and those organized externally. Internal events range from Spring and Annual Meeting addresses to town halls and internal meetings with senior managers, country directors, individual units (i.e. Operations Evaluation Department [OED], Middle East and North Africa Vice Presidency [MNAVP]), internal events (CEO Day, the unveiling of the river blindness statue), and so on.

External events include those held at various forums, events, colleges and universities, conferences, etc. Addresses are documented from various forums, events, and conferences held around the world.

Media appearances and interviews with members of the media are also included. These are generally with television news networks and shows. Examples include interviews with Nova Mova (a Ukrainian television program), the Korean BroadcastingSystem (KBS), and Pamela Wallin Live, a Canadian journalist. News coverage of President Wolfensohn's visits to other countries is also included as are recordings of press conferences participated in by President Wolfensohn.

Footage from President Wolfensohn's mission travel is also included, including materials from travel to Vietnam, Indonesia, Rwanda, Tajikistan, Korea, and many more.

Note that some items in this series are accompanied by print outs of record filing logs which indicate the existence of accompanying briefing materials for the event or appearance documented in the audio-visual item. See the "Related units of description" for the location of these related materials.

A small number of externally produced television programs with which the World Bank Group and/or President Wolfensohn participated or had a connection are also included, such as We Are the Future (2004) and Dobri Duh Starog Mosta (2004).

Contains records related to the daily scheduling of President Wolfensohn's activities. Schedules cover activities related to both his roles as World Bank Group president as well as a private citizen, although in the case of the latter less detail is included. World Bank Group business and personal activities often overlap.

Records include daily schedules for President Wolfensohn and indicate travel, meetings, meeting participants, and other activities. Daily schedules are available for nearly every day of President Wolfensohn's presidency. In some cases when President Wolfensohn was on extended travel, a separate schedule bundle was created in place of, or in addition to, regular daily schedules and these are included as well. In a small number of cases, briefing material accompanies the travel schedule.

Other materials include long-term monthly calendars printed off monthly or bimonthly for the following six months.

The subfonds contains correspondence between President Wolfensohn and both internal and external parties as well as briefing materials authored by the Office of the President (EXC) and other World Bank Group units in support of the president's various activities. Audio-visual documentation of his travel and participation in internal and public events is also included as are records relating to the scheduling of the president's daily activities. Records relating to the president's advisers are also arranged in this subfonds. Languages used in the records have been included at the series level to the extent possible but is not exhaustive as a full review of all the records in this subfonds has not been undertaken.

This series contains both draft and final copies of Mr. Preston's speechesm, opening remarks, and addresses given to the Board of Governors and at Annual Meetings, United Nations' conferences, official luncheons, and farewells. The series is incomplete.

This series contains the records of President Preston's interaction with both Congressional and Executive branches of the U.S. Government. The files include information on legislation affecting the Bank or its staff, briefing notes and minutes of the meetings with the Members of Congress and senior officials in the Executive Branch, and correspondence with the White House. The file on the White House contains mostly records from the Conable Presidency.

The series contains records of President Preston's briefings and talking points for meetings with Government leaders and representatives of member countries, background information on the country, country strategy papers, and internal memoranda. A few files contain items from the Conable Presidency. Many of the records in the files are memoranda and correspondence of the Managing Directors; however, the records were maintained as the record set of country files for the Office of the President.

The files cover only the first three years of the Preston term. Files on countries during the last part of the Preston years are found in the records of Matthew F. McHugh, who was appointed Counselor to the President in 1993. McHugh remained in the President's office for the first term of the Wolfensohn Presidency and he continued to use and file into the country files he maintained; these records are part of the Wolfensohn Presidential records.

The files in this series contain Mr. Preston's travel itinerary; briefing books that include background on the country's economy, the Bank's lending program, projects under execution, country profile and map of the country; schedules; meetings with Heads of States and representatives of member countries; minutes of meetings; arrival and departure statements; press statements; and outgoing letters to the government subjects.

The series contains both the files that the President used on the trip and the administrative files created by the President's office, most often by Gisu Mohadjer, an Executive Assistant to Preston, during the preparation for the trips. In some cases, there are Gisu Mohadjer files for a trip as well as files that appear to be the President's copy for use during the trip. Often the Mohadjer file will contain some briefing materials as well as logistical information.

The records include photographs from Mr. Preston's trips to Tanzania, Venezuela, Morocco, and India.

This series consists of President Preston's files for the Annual Meetings and the records of the logistical arrangements made by his office staff. The general organization of the Annual Meeting is the responsibility of the Corporate Secretary, so the records in this series are those of the President himself and the arrangements made by and for his immediate office.

The records consist of agendas, background material, briefings, speeches, correspondence, and related records regarding the Annual Meetings. The 1993 and 1994 files include briefings on commercial banks and financial institutions and the 1993 files include a Reference book. Market that has briefings on the Bank's FY94 funding plan, official borrowings, and country briefs. The briefings provided to the President for these meetings give a useful snapshot of the state of the particular country or institution as of the date of the meeting.

This series contains President Preston's outgoing correspondence, principally letters, between December 1990 and May 1995, as well as some incoming correspondence addressed to Preston, and other correspondence originating in the Office of the President. The first file predates Preston's tenure at the Bank. As the series covers the entirety of Preston's term, records created during his leave of absence by acting President Stern and other Office staff are included.

Because the Preston records are scant, this series of formal outgoing letters provides an important overview of the external liaison activities in which the President engaged.

This series contains records compiled by Visvanathan Rajagopalan in his capacity as Chairman of the Consultative Group on International Agricultural Research (CGIAR). The records include his correspondence, agendas and travel plans for meetings, copies of papers presented at meetings or circulated prior to meetings, copies of his introductory remarks delivered at meetings, his briefing books for International Centers Week (the annual meeting of the international agricultural research centers that form the CGIAR network), and scattered reports of the CGIAR Oversight Committee and its Technical Advisory Committee. Correspondence covers meeting arrangements; appointments, salaries, and other personnel matters affecting staff; and resource allocations. The series includes a small amount of the correspondence of Wilfried Thalwitz, Rajagopalan's predecessor as chair of CGIAR.

In February 1992, Lewis Preston ordered a study of the Bank's basic portfolio management and evaluation process for loans and credits. Headed by Willi Wapenhans, who was assigned to the President's office for the study, the Portfolio Management Task Force produced a report in September 1992 that is one of the most famous in the Bank's history. It argued that the Bank did not pay enough attention to the implementation and supervision of loans and that sustainable development impact is the true measure of success. The Wapenhans Report, as it came to be known, was presented to the Board of Executive Directors in November 1992. In January 1993 Preston assigned Visvanathan Rajagopalan, who as a vice president who had been a member of the advisory council to the Task Force, to coordinate discussions regarding the implementation of the recommendations in the Task Force report.

The files are in 2 parts. The first part is the files of Wapenhans as the chair of the Task Force. These files were inherited by Rajagopalan as he worked on the implementation of the report during 1993. The second are the files of Rajagopalan, both a file regarding the work of the Task Force that he had maintained while he was the Vice President, Sector and Operations Policy, and files that he created during the follow-up period.

This series is the central source for information on the work of the Task Force. It includes the record of the discussion of the Executive Directors at the time the Task Force was formed and the background documents for the meeting of the Executive Directors after the report was issued, the minutes of the meetings of the Task Force from March through June and the audio tapes and the transcripts of a 2 day meeting with partner organizations (cofinancers), and feeder studies on topics ranging from the Bank's internal culture to the use of information technology.

This series contains individual files on Rajagopalan's trips as Special Adviser to the President during 1993. The files include correspondence, agendas and background papers for meetings he attended during these journeys.

This series contains transcripts of speeches and remarks Visvanathan Rajagopalan delivered as Chairman of the Consultative Group on International Agricultural Research (CGIAR) and as Vice President and Special Adviser to PresidentPreston. Most of the speeches concern CGIAR, but other topics range from the engineer's role in sustainable development to safe motherhood; food security; the Bank's activities in environment and infrastructure; integrating women's issues in project, sector, and economic work; the World Conference on Education for All; and malaria control. The series includes Rajagopalan's remarks at his retirement party.

Visvanathan Rajagopalan maintained a series of subject files during his period as Vice President, Operations, and as Special Adviser to the President. Some of the files contain information spanning both periods, while others contain information from only one. Some files are purely topical (environment, for example) while others are on a specific meeting (for example, the file on Bellagio III) or a particular type of meeting (Bank senior staff retreats from 1987 through 1992).

Rajagopalan's files on development effectiveness provide useful background to the Wapenhans report controversy. Finally, during his tenure as Special Adviser Rajagopalan served briefly as the manager of the Information, Technology and Facilities Department, and a number of files deal with ITF management issues.

Visvanathan Rajagopalan was the Vice President for Sector and Operations Policy when President Preston asked him to join the President's staff as Senior Adviser. Rajagopalan held this post for the year 1993, retiring at the end of December. During his time in the President's office, Rajagopalan had 2 principal tasks: manage the follow-up to the Portfolio Management Task Force report and chair the Consultative Group on International Agricultural Research. In addition he spent a brief period in the summer of 1993 as the acting head of the Information, Technology and Facilities Department.

The most important records in this subfonds are those of the Portfolio Management Task Force. These records are essential to understanding the work of the task force and the controversy that followed its report.

This is the only series in the President's office records that covers the commemoration of the fiftieth anniversary of the Bank. The files document the anniversary activities, and one file relates to the Commission on the Future of the Bretton Woods Institutions, a commission established by the private Bretton Woods Committee. To mark the fiftieth anniversary of the Bretton Woods Conference, the commission issued a report with recommendations on state of the international monetary system, development finance, and the International Monetary Fund and the World Bank, and this file provides the Bank's view of the work of the commission.

This series is a rich source of information on the liaison and public relations activities of the Preston Presidency. The records are particularly strong on the Bank's efforts to improve relationships with the Government of the United States and the U.S. public. Other files cover efforts to improve internal communications in the Bank and to coordinate with Bank field offices. In addition, McHugh's files on Presidential trips cover travel that is not included in the Travel files of the President.

Matthew F. McHugh joined the President's office staff in May 1993. His files reflect a strong interest in and responsibility for external affairs, in particular the Bank's relationship with the U.S. Government and the 50th anniversary celebration of the World Bank. These records are useful for insight into the liaison activities of the President's office because similar records do not exist in the President's own files.

McHugh also served as Counselor to the President during James Wolfensohn's first term as President. McHugh continued to use and add items to some of his files from the Preston period, particularly the country files. Those McHugh files are among the records of the Wolfensohn Presidency, and they should be consulted for further information on the Preston years.

Lewis T. Preston became President of the World Bank on 1 September 1991 and resigned on 4 May 1995. Relatively few records from his term exist. One of Preston's first decisions was to suspend the President's Council, and as a result there are no formal records of the interaction of the highest levels of management. Furthermore, Preston was in ill health and retired before finishing his term. He continued to make speeches and undertook some business travel, but the files on those activities are noticeably fuller in the early years of his tenure. No subject files exist, nor do files on his liaison activities with United Nations organizations, non-government institutions, and international banks. The few files on liaison with the U.S. Government are thin, but there is additional information on this relationship in the records of the Counselor to the President, Matthew F. McHugh.

The most complete files are those on Member countries. These include information on Bank projects in the countries, reports of discussions with country representatives, agendas for meetings, and other representational matters. The files on the Annual Meetings have some unusually interesting briefings for Preston's meetings with financial and other institutions.

The important records of the Portfolio Management Task Force (Wapenhans Report) and the follow-up to it are part of the records of the Special Adviser to the President, Visvanathan Rajagopalan.

Note that a small portion of the Chronological File series contains correspondence and executive memoranda records from the period when Ernest Stern served as acting President. These date from February 1 to May 31 of 1995.

This series contains records of President Conable's meetings with Michel Camdessus, Managing Director of the International Monetary Fund, between June 1989 and July 1991. The records consist of meeting agendas, briefing notes, talking points, and minutes of the meetings. The topics include Bank and Fund collaboration and operations involving debt reduction, country matters, environmental issues, and preparations for Annual Meetings issues, among others.

The file was maintained by Jennifer Volk, an Executive Assistant to the President. The official file on the lunches is missing from the Liaison files - Non-governmental and international agencies; consequently the working file provides the existing information on the meetings of these two executives.

This series contains the appointment books that were maintain for President Conable by his office staff.

This series consists of two subseries: President Conable's addresses and opening remarks at the Annual Meetings between 1986 and 1991, and a chronological set of speeches during the course of his Presidency. The files include correspondence, drafts, press releases, agendas, talking points, and background information about the organization or meeting to which Conable was speaking. Two speech file folders are empty, and the series appears to be incomplete.

A copy of a speech by Michel Camdessus, the Managing Director of the International Monetary Fund, is included with the 1989 Annual Meeting speeches.

This series contains records related to President Conable's trips and attendance at meetings and conferences abroad and appearances and presentations inside the United States. The first file contains a table of travel undertaken by the President from September 1986 through September 1990, with columns for the dates, region visited, the country/state/city/town/field location visited, the purpose of the trip, meeting dates, and whether Mrs. Conable accompanied the President.

The files consist of travel itineraries background information on countries, briefing notes for meetings, arrival and departure statements and sometimes speeches, press conference briefings, remarks, schedules of meetings and appointments, agendas, correspondence with government leaders (including thank you notes), lists of government officials and biographical data, general background information on countries and governments, notes on projects and field visits, and maps of the country. A videotape is included on Conable's trip to India in November 1987.

This series contains the records of President Conable's interaction with both Congressional and Executive branches of the U.S Government. The files include information on legislation affecting the Bank or its staff, briefing notes and minutes of the meetings with the Members of Congress and senior officials in the Executive Branch, and correspondence with the White House. A few documents are included from the end of the Clausen Presidency.

A general file covers Congressional matters, in addition to files on the House of Representatives and the Senate. One subject file is included, on an initiative by the U.S. Treasury Secretary James Baker III and Senator Bill Bradley to develop a new strategy to manage international debt. In addition, one file is included on the Bank's relationship with the government of the District of Columbia.

This series documents the communications between the Bank, particularly the President's office, and various national and international organizations, governmental and nongovernmental, non-profit and commercial. A wide range of liaison activities are reflected; the records include invitations to meetings and conferences, points of discussions for meetings, meeting briefs and minutes of meetings, news releases and communiques, and correspondence. An equally broad range of topics is included, from agricultureand the environment to trade and financial affairs. A few files include records from the period of the Clausen presidency.

One subject file on the Gulf crisis of 1990-1991 is included. It relates primarily to funding issues, both for countries in the region of the crisis and for the return of refugees in the post-crisis period. The UNICEF file contains black and white photographs of President Conable at a meeting on February 6, 1989.