This series consists of eight appointment books for President Clausen, containing the dates and times of appointments and the names of the individuals or organizations with whom he met.

This series consists of the official files of the Senior Management Council maintained by its secretary. In 1982 the Senior Management Council replaced the President's Council, which had been created in 1965 by George Woods. Occasionally the Senior Management Council and the Managing Committee met jointly, and some records of the joint meetings are included.

The official records contain agendas, minutes, memoranda to the Senior Management Council, reports and studies for review, and some correspondence. Also included are materials concerning the annual dinner gatherings and retreats of the Executive Directors and members of the Senior Management Council, including drafts of the President's remarks at the dinners. A photograph of the Senior Management Council members in 1984 is included.

This series contains records of President Clausen's visits abroad and his appearances and presentations in the United States. The files contain travel itineraries, briefing materials, arrival and departure statements, press conference briefings, remarks, schedules of meetings and appointments, correspondence (letters, memoranda, telexes and facsimiles written to and from government leaders, thank you notes), lists of government officials and biographical data about them, general background information on countries and governments, status reports on projects in execution, maps and newspaper clippings. The file on Niger contains photographs of the ministers. Some files listed under a country are primarily files on a meeting held there, not on the country per se; see, for example, the GATT meeting file under Switzerland. Itineraries and briefings for Mrs. Clausen when she accompanied the President on foreign visits are found in some files. The general files at the beginning of the series contain travel orders and itineraries but no background information.

The series is rich in annotations and comments by Clausen and his advisors. It provides snapshot views of the countries at the time of the visits and also provides particularly useful information on the World Bank's relationship with each country.

Hollis Chenery served as the Economic Adviser to the President from 1970 until 1972. Reporting directly to the President, he commented on virtually all the significant economic issues that confronted the Bank. The series consists of one file of Chenery's memoranda and correspondence and two files on the Development Research Center of the World Bank.

The correspondence file includes a memorandum by Chenery on research prospects in Latin America in April 1972; a proposal to the Bank on generation of employment in Mexico and a draft study with comments on planning in Mexico; and a draft study on Ethiopia. The correspondence ends in May 1972; an invitation dating from 1973 is also included.

The two files on the Development Research Center primarily drafts of economic studies. The study topics include evaluations of various economic models, Mexican agriculture, and substitution of labor for equipment in road construction.

The Memoranda for the record series contains a set of minutes of McNamara's meetings with Bank staff, US representatives, and other visitors from outside the Bank. The memoranda generally were prepared by the Personal Assistant to McNamara, but there are also some memoranda of conversations drafted by McNamara and reports prepared by members of other departments in the Bank; some of the minutes are copies of minutes of the President's Council or the Policy Review Committee meetings. Background material, including notes and figures in McNamara's handwriting, sometimes accompanies the memoranda.

Meetings with Bank staff involve Vice-Presidents and Senior Vice-Presidents, the General Counsel and his Associate, the Secretary, Advisors and Special Assistants, Department Directors and the Executive Secretary of the Development Committee. Memoranda of meetings with the Staff Association are also included. Topics discussed with staff include the Bank's lending programs and budget, financial operations, organization and procedures, work programs and special studies. Among the latter are papers on capital markets; lending rate; financial policy; preference in procurement; agricultural research; commodities; the mining, urbanization and health sectors; agricultural credit; urban, nuclear power and aviation policies; river blindness; nutrition; population; employment; land reform; IDA policies and world development issues. The meetings also included discussions of McNamara's annual speech to the Governors and other speeches and statements, the preparation of Board meetings and other meetings, questions submitted by journalists, McNamara's trips to East and West Africa, and particular issues such as the increase of IBRD capital, the Development Committee, and the establishment of the Third Window.

Personalities meeting with McNamara from outside the Bank are U.S. Treasury Secretaries and other government officials, U.S. Congressmen, heads of international organizations, bankers, businessmen, economists, health specialists and journalists. These conversations concern the IDA and bond issues, marketing legislation, specific lending issues, and development cooperation.

This series contains some significant material on the increase of IBRD capital, the IDA VIth replenishment and the Brandt Commission. Most of the other files concern issues that President McNamara was dealing with at the end of his tenure: FY82 budget, maintenance of value, the PLO observers issue, China's membership, the establishment of an energy affiliate, and the briefing of A.W. Clausen. They often consist of background material, sometimes annotated by McNamara.

Among the materials concerning the IBRD capital increase, a file on the President's paper to the Board, Future role of the World Bank and its associated capital requirements (31 January 1977), includes McNamara's handwritten notes and drafts of memoranda on the informal meetings held with the Executive Directors to discuss the paper, minutes of the informal meetings, Programme and Budgeting J. Wood's IBRD Capital Increase Proposal and other internal memoranda, with annotations by McNamara. There are also minutes of McNamara's discussions with Kuhn Loeb partners and the U.S. Treasury.

The file regarding IDA VIth replenishment contains Senior Vice-President J.B. Knapp's memoranda on country participation, Special Advisor S. El Fishawy's memoranda on the United Arab Emirates contribution, and material on U.S. congressional approval of the IDA VIth authorization bill. The latter includes briefings for McNamara's meetings with Senators and Congressmen, the minutes of McNamara's discussions with U.S. officials Donald Regan, Meyer Rashish and Alexander Haig, and U.S. Executive Director Colbert King's memorandum on President Ronald Reagan's decision to request congressional authorization on full participation (February 1981). The file contains numerous notes, figures and annotations by McNamara.

The Brandt Commission file concerns the creation of the Independent Commission on International Development Issues. It contains McNamara's correspondence with Chairman Willy Brandt and Treasurer Jan P. Pronk, Secretary of the International Development Center David Hopper, Director of the Aspen Institute Harlan Cleveland, and Commissioners Edward Heath and Katharine Graham on the announcement, organization, work, and final report of the Commission. The file contains also two sets of McNamara's handwritten notes of and for conversations with Brandt, Hopper, Cleveland, Executive Directors, and Vice-President of External Affairs William Clark; and his drafts, or annotations of drafts, of the terms of reference, announcement and final report of the Commission. The rest of the file contains Clark's reports on his early 1977 conversations in Europe, McNamara's meetings with Brandt, and the progress of the launching of the Commission, as well as other internal memoranda on McNamara's proposal, the reactions of the Less Developed Countries (LDC) Executive Directors and members of the Group of 77, and the Bank's response to the recommendations of the Commission. Two photographs of Willy Brandt, Katharine Graham, and Shridath Ramphal, Secretary General of the Commonwealth, at the presentation to McNamara on 13 February 1980 of a copy of North-South: A Program for Survival are included.

This series contains records relating to President Conable's meetings during Annual Meetings of the Bank's board of Governors. The organization of the Annual Meeting is the responsibility of the Corporate Secretary, so these records are those of the President himself and the arrangements made by and for his immediate office. The records are arranged in 2 subseries. The first subseries contains the President's records for the Annual Meetings, including background materials and briefings prepared by the staff in preparation for general meetings and meetings with country delegates. The records cover only the first three years of Conable's term (1986-1988).

The second subseries contains the administrative files the President's office created while preparing for the annual meetings. The files include schedules for the President and senior Bank officials, files for Mrs. Conable's activities, special guest lists, letters of invitation, travel and financial arrangements for staff, hotel accommodations and related items. Briefings are included in the files for some meetings. The administrative file on the 1987 annual meeting, for example, includes sub-files titled: Part I [country Governors], Part II [country Governors], Africa, Asia, EMENA [Europe, Middle East, North Africa], LAC [Latin America and Caribbean], IMF, Social, VIPs, JS [Joint Secretariat] documents, Speeches, Development/Interim Committee, Briefs, Administration. The series includes a photo of three Bank Presidents - McNamara, Clausen, and Conable - taken at the 1986 Annual Meeting.

This series provides information on financial issues, both internal and external, that affect the Bank. The files include briefings, talking points, agendas, drafts of Mr. Conable's opening remarks for meetings, and correspondence. The file on the debt initiative includes records dating from the Clausen presidency.

This series consists of the records maintained by Marianne Haug concerning Bank's 1987 reorganization. They include internal Bank correspondence, presentations, and reorganization follow-up reports describing the successes and weaknesses of the 1987 reorganization efforts. This is the fullest set of files in the President's office on the reorganization and its subsequent fine-tuning' in 1989.

This series consists of the records maintained by J. William Stanton concerning Bank's 1987 reorganization. They include internal Bank correspondence, presentations, and follow-up reports describing the successes and weaknesses of the 1987 reorganization efforts. The files also include correspondence and reports from management consultants in connection with the 1987 reorganization, memos of Stanton's discussions with President Conable, and reorganization reports of the Steering Committee and the Support Units Task Force.

This chronological file consists of copies of the outgoing letters, memoranda and correspondence handled for President Conable by J. William Stanton as well as Stanton's correspondence. The records include social and public relations messages; letters of appreciation for invitations, acceptances and regrets; congratulations; arrangements for meetings; and letters of introduction and recommendation. A few incoming letters are included. Public figures, such as U.S. Senators and officials of the Executive Branch, are among the correspondents.

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 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.

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.

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.

This series consists of four photograph albums of President and Mrs. McNamara's visits to Niger (March 5-6, 1972), Bolivia (March 7-9, 1976), Bangladesh (November 3-6, 1976), and Sri Lanka (November 20, 1978). The photographs arein black and white.

The personal chronological file contains material drafted by McNamara or his secretaries between 1968 and 1972. It includes outgoing correspondence, short memoranda to the senior staff and memoranda recording conversations, notes on special issues and notes to himself.

The correspondence consists of acceptances or declinations to speak, comment, serve on committees, join boards, lunch and dine; thank-you notes; congratulations and condolences; recommendations; the President's requests for meetings or support; letters on Bank activities and letters on private matters. Addressees include heads of States and government officials, U.S. Senators and Congressmen, bankers, scholars, publishers, journalists, art dealers and old friends. There are letters and cables to Hubert Humphrey, Edward Kennedy, David Rockefeller, John Kenneth Galbraith, Arthur Schlesinger, Pierre Salinger, Henry Kissinger, Walt W. Rostow, Edward Heath, Lord Mountbatten, and Harlan Cleveland.

The memoranda to the staff are short notes to the Vice-Presidents, the Economic Advisor, the General Counsel, and the Directors of the Development Services, External Affairs and Administration offices on particular issues of concern to their sector or department. Memoranda of conversations record discussions with members of the Board, Bank staff and government officials, including Henry Fowler, John Connally, Dean Rusk, Walt W. Rostow, Daniel Ellsberg and Maurice Strong.

Interfiled with outgoing letters and memoranda are lists of projects President McNamara drafted for himself in May 1968, April and August 1969, January 1971 and December 1972. There also are points for meetings and for the press, outlines of the Bank President's annual speech and notes and figures on the Bank's capital increase, the IDA policies and third replenishment, the budget, the Bank's organization, staff compensation, population growth, the gap between poor and rich nations and nuclear force issues.

This series contains correspondence and notes regarding guest lectures and remarks by President McNamara and conferences he attended, both in the U.S. and in Europe. It is clearly fragmentary and does not cover many of the events in which McNamara participated. The series includes speeches he gave on topics such as population (University of Notre Dame in May 1969), poverty and population (American Urological Association in October 1977), and international development (Frederick Ebert Foundation in Bonn in 1979). Several files relate to awards given to McNamara, including on from the Tun Abdul Razak foundation in Malaysia; some awards files include speeches and remarks he made at the presentation of the award.

A few conference files include McNamara's handwritten notes of points made by other speakers; sometimes a typescript copy of his notes on the proceedings is filed. Because the speakers were often important figures in public affairs, these notes are useful for researching both the positions taken bythe participants and McNamara's understanding of the points they made.

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 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 the official files of the Managing Committee. The records include agendas, schedules of meetings, minutes of the meetings, and memoranda and reports on a range of topics reflecting senior management concerns and overall World Bank administration. The records include correspondence with most of the Senior Vice Presidents on issues for committee consideration.

The minutes of the weekly Committee meetings were prepared from manuscript notes, then a draft was circulated (called pre-record minutes), and finally a record copy was issued. The series includes a file of manuscript notes by the Committee's secretary, covering both Managing Committee and Senior Management Council meetings, from February 22 to August 30, 1982. Draft minutes, with comments from the members, exist for the meetings from October 1981 through April 1983.

The Managing Committee had three subcommittees: Finance, Operations Policy, and Personnel and Administration. Issues coming to the Managing Committee were proposed by one of the subcommittees, by the President's office, or by one of the other primary offices in the Bank. Each issue had an accompanying paper, identified by the submitting office, year, and number; for example, an issues paper for the Managing Committee submitted by the Operations Policy Subcommittee in 1983 titled Power Sector Support Strategy was numbered OPS/MC83-06. This series has a full set of issues papers, arranged alphabetically by three-letter symbol for the submitting unit. The committee secretary prepared detailed indexes to the topics discussed in the Managing Committee, and the indexes provide easy access to these submissions.

Fragmentary records of the meetings of two of the three subcommittees make up the final section of this series. All these records are from 1982 and consist of one file of the working papers of the Personnel and Administration Subcommittee and six files from the Operations Policy Subcommittee. Additional information on the work of the subcommittees can be found in the set of submitted documents, because some of the subcommittee minutes were circulated to the entire Managing Committee for information.

These records are an essential source for a researcher who wishes to understand the internal decision-making in the Bank during the Clausen years.

The Contacts - Member Countries files are the record of President McNamara's meetings with famous individuals, representatives of member countries other than the United States, and representatives of organizations (e.g., Executive Directors, Annual Meeting delegates, heads of States and organizations, government officials, parliamentarians, bankers, businessmen, industrialists, economists, journalists). The files contain minutes of meetings, briefings, questions and answers for press interviews, background material and some correspondence.

Although the minutes were generally prepared by staff from the concerned region or the Personal Assistant to the President, the files contain many memoranda of conversations and notes on meetings and visits drafted by McNamara, some handwritten. Also in McNamara's hand are a number of points to discuss for meetings and annotations on the briefs prepared by staff. Among the items personally drafted by McNamara are notes of, or for, meetings with King Baudouin (1969), Pierre Trudeau (1976), Anwar Sadat (1975), Georges Pompidou (1969), Valery Giscard d'Estaing (1972, 1975, 1979), Karl Otto Poehl, Hans Dietrich Genscher, Helmut Schmidt (1975), Indira Gandhi (1973), the Shah of Iran (1973), Felix Houphouet-Boigny (1969), Takeo Fukuda (1978), William Tolbert (1973), Nicolae Ceausescu (1968), Leopold Senghor (1969), Alec Douglas-Home (1972), Edward Heath (1973), U Thant (1969), Joseph Mobutu (1972).

Irving Friedman maintained these files on the Bank's cooperation with the United Nations Conference on Trade and Development in developing a supplementary financing scheme. The scheme was conceived as a response to the instability of commodity prices that frequently led to unexpected shortfalls of export earnings in developing countries. The aim was to have supplementary financing cover these shortfalls through soft loans to shield the development programs of the developing countries. IBRD/IIDA supplementary financing would offer longer-term assistance, as opposed to the International Monetary Fund's short-term compensatory financing facility.

The records include correspondence with UNCTAD, memoranda, drafts, handwritten notes by Friedman and others, meeting briefs, agendas, speeches, and official documents from UNCTAD, IMF, and IBRD on supplementary financing. The general correspondence is principally between Friedman, other Bank managers, and UNCTAD officials, especially Raul Prebish and Manuel Perez-Guerrero, Secretary Generals of UNCTAD, and Sidney Dell, Director of UNCTAD. The meetings files relate to meetings of UNCTAD, the UNCTAD Committee on Invisibles and Financing related to Trade, the Intergovernmental Group on Supplementary Finance, the Development Advisory Committee, and meetings within the World Bank. Friedman filed into the file on a meeting both documents that pre-dated the meeting and documents from activities subsequent to the meeting, so researchers will need to read through the sub-series on meetings in order to find all the items about one meeting.

In addition, three files on stabilization of prices for primary commodity products, transferred to the World Bank Group Archives separately from those on supplementary financing, are found at the end of the series.

Shortly after assuming the Presidency, A. W. Clausen established a Managing Committee to provide overall control of the Bank's administration. This Committee played a central role in the Clausen years and was the principal vehicle through which the President administered the Bank.

Clausen inherited a President's Council that had been created by George Woods in 1965, a larger body than the Managing Committee. The President's Council, renamed the Senior Management Council in 1982, continued to exist, although it met less frequently than it had in the past. A staff member in the President's office served as the secretary for both the Committee and the Council.

This series consists of Clausen's personal files on the Managing Committee and the Senior Management Council. The records include material on organization and procedures of the Committee, its agendas, minutes of the meetings of both the Committee and the Council, and indexes to topics discussed in the Managing Committee. The minutes of the ManagingCommittee cover only 1981-1982 and 1985 through July 1987 when Clausen's term ended; complete copies of the minutes are found in the official records of the Committee. Many items have Clausen's initials and the agendas have his annotations.

Irving Friedman served as the Economic Adviser to the President from 1964 until he left the Bank in 1970. Reporting directly to the President, he commented on virtually all the significant economic issues that confronted the Bank. The series, which Friedman called his Presidential chron files consists principally of Friedman's correspondence with Bank President Robert McNamara, but it also includes some correspondence with other Bank managers and one file on a memorandum from Friedman to President George Woods.

Friedman's 1964 memorandum to Woods is a commentary on an analysis by John C. Bullitt, U.S. Executive Director, of the impact on other funders of an accelerated development assistance effort by the United States Government. The files from 1968-1970 cover topics including the Grand Assize and the Pearson Commission, which were convened to help formulate a new development strategy; population planning; the second IDA replenishment negotiations; supplementary finance and debt rescheduling, among others. Also included are analyses of economic news; some reports of the Economic Committee, which Friedman chaired; reports from program studies units in the Bank; and status reports and briefs on Bank economic activities. The file on McNamara's interview consists of background information assembled for him and suggested answer to questions, particularly on financing for the Bank, borrower indebtedness and the Bank as a development institution. In addition there is one file on a commodity study and one file of minutes and matters outstanding from meetings of the Economics Group Directors, chaired by Friedman, between September 1969 and August 1970.

This series contains the minutes of the informal Executive Committee that started meeting weekly with the President on February 9, 1981. It was composed of the Senior Vice-Presidents, the Secretary and the General Counsel. Mattersdiscussed by the short-lived committee include the 1982-1986 lending program, the IBRD general capital increase, the IDA Sixth replenishment, the energy program, the PLO observers issue and staff compensation.

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

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.

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.

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 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.

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.)

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.

This series contains subject files on administrative and budgetary issues involving the Bank and, occasionally, the International Monetary Fund. The records include management discussion briefs, correspondence, and reports. The files cover important topics such as Paul Volcker's meetings with Conable, the purchase of theI building, press relations, staff issues such as pension and compensation, and fine tuning the 1987 Bank reorganization. The files also include a copy of a lecture delivered by Ibrahim F.I. Shihata, Vice President and General Counsel, in reference to the Multilateral Investment Guarantee Agency (MIGA) and the legal treatment of foreign investment. Some files contain material dating from the Clausen presidency.

This is one of the few series of records from the Conable Presidency whose content is principally the internal administration of the World Bank. As such, it provides insight into Conable's administrative style and the set of issues in which he was interested. This series does not contain files on the major reorganization that he undertook in 1987; it does, however, have substantive files on the subsequent fine tuning of the reorganization in late 1989.

This series was used by the President's office as a catch-all file for material that did not fit in other subject series. As such, it is very heterogenous in topics and correspondents. A few pieces of correspondence predate the Conable Presidency.

This small series contains President's Conable's correspondence at the time of his appointment as President of the World Bank and for the first few months of his term. The records include congratulations, thanks, job inquiries, and letters from persons advertising their services, and the correspondents include both friends and institutions such as commercial banks. The series provides an interesting view of the type of approaches made to an incoming President.

This series contains primarily photographic prints and negatives documenting some of President Conable's trips abroad, taken by governments or businesses where he visited. The photographs, all in albums, are in predominantly in color, with a few in black and white. The photographs have no identification other than country and date. One album contains photographs taken by the World Bank of the 1990 annual meeting in Washington and includes photographs of U.S. President George W. Bush.

This chronological file consists of copies of the outgoing letters and memoranda, both those handled for President Conable by Marianne Haug and Haug's own correspondence. The records begin in July 1985 when Haug was the Assistant Director of the Industry Department, continue through her service as Assistant Director, West Africa Projects, and conclude in May 1990 at the end of her stay in the President's office. A few incoming letters are included. The files for the periods mid-October 1985 through March 1986, October through December 1986, and mid-March through June 1989 are missing.

The files are useful both for their window onto the issues handled in the president's office and also for the glimpse they give of Haug's work as the first woman to serve as an Executive Assistant to the President of the Bank.

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 fragments of John J. McCloy's correspondence with political leaders and prominent businessmen during his time as President of the World Bank from March 1947 to May 1949. The most substantial bodies of correspondence are with Emilio G. Collado, U.S. Executive Director of the World Bank, 1946-1947; Russell C. Leffingwell, Chairman of the Executive Committee of J.P. Morgan and Co. Inc.; and Bernard H. Baruch, American financier and stock investor.

The correspondence with Emilio Collado consists of letters and memoranda to McCloy regarding World Bank activities, including excerpts from memoranda Collado prepared for U.S. Secretary of State Dean Acheson and a document entitled "Note Relating to a Debt Limit" dated May 1947. McCloy's correspondence with Russell C. Leffingwell includes substantive comments on topics related to the Bank and its operations, such as money stabilization, sterling devaluation, the Bank's lending philosophy, and the prospects for European recovery under the MarshallPlan. Letters to and from Bernard H. Baruch include: a letter related to an Export Import Bank loan to England; a letter sent by Baruch to John Snyder, U.S. Treasury Secretary, on how to stimulate production in the world; and a copy of McCloy's memoranda to Snyder on lending.

Also included are McCloy's answers to questions from U.S. House of Representatives member Howard Buffet and U.S. Senator Leverett Saltonstall. Finally, a letter from Secretary of the Treasury John Snyder forwarding an August 1947 memoranda by U.S. President Harry Truman is also included. It concerns U.S. Ambassador to Chile Claude Bowers' complaint about Wall Street control over the operations of the Bank.

The country correspondence files contain miscellaneous correspondence with persons and businesses from particular countries, mostly for the period after Woods' tenure as Bank President. They include invitations, thank you letters,travel arrangements and some printed brochures. In the Pakistan file is a set of material relating to the groundbreaking ceremony for the Tarbela Dam in November 1968.

The travel files are for foreign trips exclusively. They include both trips undertaken for specific operational purposes, such as raising funds for IDA and promoting bond issues in Part I countries and encouraging the establishment of development funds, banks and agencies, and trips undertaken for ceremonial activities, such as the groundbreaking ceremony of an Aluminum Smelter in Ghana. Individual trips files may include handwritten notes President Woods took during meetings with heads of state and other dignitaries, speeches, and frequently memoranda to files summarizing the purposes and highlights of important meetings, as well as invitations, acceptance and thank you letters, background or formal briefing papers on the politico-economic situation of the countries visited, itineraries, agendas, programs, flight schedules, information on lodgings and tourist attractions, maps, and newspaper clippings.

This series consists of briefings prepared for A.W. Clausen upon his inauguration as the World Bank's President in July 1981 and Clausen's copy of briefings on Bank operations prepared in 1986 for the Presidential transition from Clausen to Barber Conable. The files provide a broad overview of the Bank's structure and functions, as well as the status of World Bank's projects throughout the world.

The 1981 briefings on the Bank itself describe the origins, purpose, objectives, and current status of the various Bank entities, including the Financial complex, Operations, Development Policy Staff, World Bank Group Staff Association, Secretary's Department, Legal Department, Central Projects Staff, External Relations, Compensation, and the Administration, Organization and Personnel Complex. Also included are briefings on the International Finance Corporation (IFC) and on Bank/Fund collaboration.

Regional briefings summarize the history and current status of development projects throughout the world. They are arranged by region, and then by country, and typically summarize the political background, economic structure, development policy, future prospects, and the Bank's role in development. Included are briefings on Europe; Eastern Africa Region; Western Africa Region; Europe, Middle East and North Africa (EMENA); East Asia and Pacific Region; South Asia Region; and Latin America and Caribbean Region.

The briefing on Operations prepared in 1986 for in-coming President Barber B. Conable provides an overview of the Operations Policy Staff and the Energy and Industry Staff. It also gives the history and status of Bank operations in EMENA, East Asia and Pacific, South Asia, West Africa, Eastern and Southern Africa.

The series includes background material dating back to 1970.

This series contains President A. W. Clausen's subject files. The records consist of correspondence, memoranda, reports and background materials relating to a broad spectrum of organizations, interests and concerns. They contain general correspondence, internal Bank communications, and external correspondence with the European Economic Community; the U.S. Congress and the Departments of Treasury and State, among others; the United Nations and its many specialized agencies; and various international banksand organizations. The UNICEF file includes photographs of Mr. Clausen with the Bay Area Corporate Committee for UNICEF in 1985.

This series of consists of correspondence and copies of curricula vitae from people interested in employment with the Bank. The records also include thank you letters and letters of recommendation from applicants.

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 calendar has daily information on President McNamara's whereabouts, visitors, and telephone calls for his entire office. Itineraries, programs, guest or participant lists, briefings or correspondence pertaining to the occasion are occasionally attached to the daily schedules.

This series consists of sample reports compiled by the President's office to provide President McNamara with examples of the various types of documents and reports commonly produced throughout the Bank. Each sample is an actual Bank report, accompanied by a short description of the report type explaining the report structure and function within the operations and management of the Bank. Standard report types included in the series are: Monthly Operational Summary; IBRD Financial Policies Report; Administrative Budget; President's Report; Appraisal Report; Supervision Report; Audit Report; Evaluation Report; and Country Economic Report. The reports used for this sample are dated between 1971 and 1973.

Shortly after assuming the Presidency, Barber Conable discontinued the Managing Committee that, during the Clausen years, had provided overall administrative control of the Bank. In its place Conable created an advisory body made up of the Bank Vice Presidents who reported directly to the President (some vice presidents reported to other vice presidents; they were excluded). This body was originally known as the Policy Committee, then renamed the President's Council in May 1988. It advised on policy decisions for consideration by the Executive Directors, on strategic objectives, resource mobilization and allocation, manpower strategies, and other managerial issues. A staff member in the President's office served as the secretary for the Committee/Council.

This series contains the official records of the Council, from May 1987 to July 1991, grouped in two subseries. The files in the first subseries, amounting to 10 linear feet, are the records of the weekly meetings of the Council, including agendas, minutes, reports, and documents discussed. The second subseries, 2 linear feet, is the set of papers distributed to the Council members for background information; the first seven files (of a total of nine) include a list at the beginning of the file providing the title of each document in the file, the originator, and the date. The files include a few pieces of correspondence and a few annotations and comments from Council members.

These records are an essential source for a researcher who wishes to understand the internal discussions in the Bank during the Conable years.