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 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 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 contains President Clausen's records related to the Annual Meetings of the Board of Governors. The records are a mix of substantive and administrative materials, from lists of delegations and special guests to briefing materials on countries and issues. The files contain the President's opening and closing remarks, speeches and addresses; records relating to the annual Ministers' luncheon, Co-Financing breakfast, and the Latin-American Governors' luncheon; records of press conferences; correspondence and memoranda regarding appointments with country delegations; schedules, letters of invitation and thank you notes.

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

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).

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.

President McNamara's memoranda to the Board of Executive Directors constitute this series. They are divided into the following subjects:

• I. Lending rate

• II. Profit transfer

• III. Budget proposals

• IV. Compensation

• V. Structural adjustment lending

• VI. Miscellaneous

• VII. International Development Association

• VIII. International Finance Corporation

• IX. Financial policy

• BC. Brandt Commission Pearson Commission Role of the Bank.

The first file of the series consists of 2 finding aids prepared in the President's office. The first finding aid is an annotated list of the President's memoranda to the Executive Directors from 1 April 1968 - July 10, 1980, listing the subjects discussed, the background papers distributed on the subject, the date of the discussion, and remarks. The annotations indicate the file (I through X and BC) containing the documents on the subject. The second finding aid is titled Board Actions Books I-X. It lists all documents filed within the ten numbered subject files plus the Brandt Commission file. Copies of these lists are filed in the subject files, and the lists in the subject files are annotated to show which documents have been removed from that file or have been filed in other files.

The memoranda dealing with lending rate contain the President's recommendations to the Board with regard to the Bank's interest rate policy and its annual and quarterly review. They include background material dating from 1947 and some handwritten notes by McNamara of the Executive Directors' discussions on lending rate policy (1968, 1969 and 1979).

The memoranda on profit transfer deal with the Bank's annual transfer to IDA of part of the year's income. They include some handwritten notes by McNamara of the Executive Directors' discussion on the allocation of net income for FY69. The budget proposals and related memoranda presented to the Executive Directors for review and approval are occasionally annotated by McNamara. The 1973 Review of IBRD/IDA program, FY74-78, is accompanied by the President's handwritten notes of his meetings with H. Kaufman, E. Patberg and L. Parker of Salomon Brothers, the First Boston Corporation and Morgan Stanley respectively.

The memoranda on compensation are concerned with salary policies and procedures, salary reviews, staff retirement and tax liabilities. They include McNamara's proposals of a general salary increase with his notes of the discussions of the Board, drafts and comparative figures (1968-1970), and recommendations with regard to the conclusions of the McKinsey study on staff compensation (1972) and the Report of the Joint Bank-Fund Committee on Staff Compensation Issues (Kafka Committee 1979). There are also notes taken by the President of discussions on tax liabilities (1979).

The miscellaneous memoranda deal with Board procedures, IBRD borrowing, lending policies, procurement practices, operations evaluation, work arrangements with other agencies, the Bank research program, international agricultural research, and office space. They contain McNamara's handwritten notes on the Executive Directors' discussions of his recommendations regarding subscriptions to the capital stock of the Bank (1969, 1970), Board procedures (1971), and the financing of tea (1973). The memoranda relating to IBRD borrowing and bonds issues are heavily annotated by the President (1978-1980), as is a memorandum on development policy for countries dependent on exports of primary products (1973).

The memoranda regarding IDA concern IDA policies, financing and international agricultural research. They bear no annotations by the President.

The memoranda regarding IFC contain some notes by McNamara of the discussion by the Executive Directors of papers on operating policies (1973), as well as personal comments by R. L. Knight regarding IFC policies (1973).

The memoranda on financial policy contain McNamara's papers to the Board on the Bank's borrowing program, financial policies and capital increase, and the establishment of the Third Window. They include the President's drafts of statements and closing remarks for the Executive Directors' discussions of memoranda on the scale of financial operations FY74-78 (1972) and IBRD financial policies (1973) and notes accompanying his 1976 memorandum on IBRD capital increase.

The memoranda on the recommendations of the Pearson and Brandt Commissions relating to the Bank bear some annotations by McNamara.

A set of documents concerning the discussions of memoranda to the Board on the future role of the Bank and its associated capital requirements was put together by President McNamara. It contains summaries of informal meetings with the Directors, technical notes, memoranda and handwritten notes of the discussions, and correspondence. An index to the documents in the file Role of the Bank, both in McNamara's handwriting and in typescript, is included in the file.

The majority of this series consists President George D. Woods' briefing papers for the annual meetings of the World Bank and International Monetary Fund Boards of Governors. The briefing papers for each annual meeting are organized by geographical region and thereunder by individual countries. The country sections contain background information on each country's economic and political situation (including occasional economic reports), the country's relations with the Bank, and lists of each member country's delegates at the annual meeting and the topics they are likely to raise. In the case of Africa and Latin America, there are also memoranda concerning the caucuses held by the countries in these regions and texts of remarks the President intended to deliver to them.

Also part of the series is a briefing file on the 57th session of the Development Assistance Committee (DAC) of the Organization for Economic Co-operation and Development in July 1965. Two small files contain briefs for visits to Argentina and Brazil.

The series consists of FY88 budget appeals and the effect of reorganization on the budget, budget policy and discussions, planning and budget guidelines; a budget framework paper; records of midyear budget reviews, the FY89 work program, and budgets for regional offices. The records also include the initial budget guidelines provided to the senior management group by President Conable.

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 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.

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 consists of copies of letters and memoranda drafted by McNamara or drafted for him, in his Office or another department of the Bank, except those drafted by the Bank's Department of Information and Public Affairs (IPA). Originally this series contained the Personal Assistant to the President's copies of McNamara's outgoing correspondence, with the President's office maintaining a separate series of McNamara's personal outgoing letters. Beginning in 1973 these two were merged in this series.

The addressees are heads of States, international organizations and regional banks, government officials, Bank Governors and Executive Directors, U.S. Senators and Congressmen, bankers, lawyers, journalists, publishers, and scholars. Subjects range from congratulations, invitations to the annual meeting of the Bank and thank-you notes following official trips, to World Bank bond issues, the replenishments of IDA, the approval, status or questioning of a loan, development activities of other agencies, and development policy. The series also includes short memoranda addressed by McNamara to his senior staff that reflect the President's close monitoring of the operations of the Bank and his particular concern for the areas of agriculture, education, nutrition and population.

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 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.

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.

This series contains letters and memoranda signed and sent by the President. Topics range from substantive issues of development assistance to social and public relations messages. Letters are addressed to foreign heads of state, government officials, banks, private citizens, US Senators and Congressmen, scholars, development institutions and academics, heads of organizations, diplomats, and journalists. Some internal messages and memorandam, including memoranda to the files, are included.

This is a verycomplete record of Conable's views on all matters that came before him and of the people with whom he corresponded. Although these are duplicate copies of records that should appear elsewhere in the files of the President's office or the Bank, this is a particularly useful series when other files have gaps.

This series consists of copies of the outgoing letters and memoranda of George D. Woods and correspondence handled for President Woods by his personal assistants George C. Wishart and Rainer B. Steckhan. It includes correspondence sent on substantive issues of development assistance, memoranda to files, internal memoranda of the Bank and social and public relations messages.

Letters to foreign heads of state, government officials, banks, development institutions and academics regarding particular loans and projects, missions, technical assistance, bond issues and other sources of financing, and development policy issues are found in the series. Memoranda to files, usually written by Wishart, make a record of Woods' meetings with high-level government and business executives, focusing on important remarks and outcomes. Occasional Bank-internal memoranda, usually addressed to Vice Presidents and other high-level managers, concern such issues as staffing of the Economic Development Institute (EDI), defining the competencies of the technical operations and regional departments of the Bank with regard to project preparation, and procedures for establishing consultative groups.

The social and public relations letters express appreciation for invitations, hospitality, and for letters, publications and gifts received; express regret regarding invitations; offer congratulations; discuss arrangements for meetings and itineraries for travel; and provide letters of introduction.

This series consists of copies of President Clausen's outgoing correspondence during his entire Presidency. Correspondents include government heads and officials, heads of the United Nations, international agencies, banks, development banks and other corporations, U.S. government officials, the Governors of the Bank, the Bank's Executive Directors, the Managing Director of the International Monetary Fund, and Bank staff members.

The files document the views of the President on the economic situation, theproblems faced by the Bank and the IDA in securing resources, debt management, Bank-Fund collaboration, the Bank's poverty oriented lending programs, the energy program, and other specific Bank operations. A number of circular letters are included on topics such as subscriptions to the General Capital Increase of the Bank, requests for IDA contributions, the establishment of the Multilateral Investment Guarantee Agency ( MIGA ) and the establishment of a special facility for Sub-Saharan Africa. The correspondence also contains more routine letters, invitations, congratulations and condolences. The thank-you letters include correspondence following official trips and thanks for aid, particularly for contributions to IDA replenishment. Invitations include invitations to Annual Meetings, to special panels, to senior staff retreats and meetings, and to luncheons.

Letters to staff regarding personnel matters, including welcomes to new positions and farewells on retirement, and general administrative matters such as the implementation of the Performance Planning and Review (PPR) Program, are also in the file.

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 contains congratulatory letters from heads of state, government officials, and international and domestic private entities to A.W. Clausen on the occasion of his appointment as the President of the World Bank and the outgoing responses from President Clausen. A list of the contact addresses filed at the beginning of the series.

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).

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.

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 a fragment of President George D. Woods' correspondence, both private and official. Notable among the official correspondence is a letter to Hector Prud'homme, University of Hartford, Connecticut, on education projects; an exchange of letters with the President of Pakistan, Marshall Ayub Khan, on the political situation for Pakistan in July 1965; a letter to Antonio Montero, a banker from the Bahamas, on external financing of local currency components of public projects; and a report from World Bank Vice President J. Burke Knapp on his talks with the President of Zambia, Kenneth Kaunda, on the situation in Rhodesia in December 1965.

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.

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.

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 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 Country files series contains the records of President Clausen's meetings with heads of states and organizations, representatives of member countries, government officials, Executive Directors, and Annual Meeting delegates. No files on the United States are included; these records are found primarily in the alphabetical files.

The files contain correspondence, memos, briefings, reports, opening remarks for the meetings, Country Program Papers, Annual Meeting country briefs, memoranda of the meetingswith the country delegates, press interviews, and background material. The records reflect the World Bank's issues with, concerns for, and activities in the country, region, or organization. The files on Algeria and Panama include photographs.

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.

This series contains records of President Conable's meetings with representatives, delegates, and heads of the member countries; briefing notes for meetings with country leaders; general background information on countries and governments; press releases; correspondence with government leaders; memoranda of advice from staff members; and congratulatory and thank you letters. Topics covered in the records include external debt; Bank lending operations and criteria, and environmental concerns. Three files cover regions in Africa - Eastern, Southern, and Sub-Saharan - rather than an individual country, in addition to individual files on most countries in those regions. No files on the United States are included.

The files on the USSR are significant, as the period of the Conable presidency covers the late twentieth century political changes in Eastern Europe and the Soviet Union. Of particular interest are the files on a joint study that the 1990 economic summit in Houston, Texas, asked the Bank and the IMF toundertake. The study, completed between July 1990 and May 1991, surveyed the Soviet economy, made recommendations for its reform, and established criteria for Western economic assistance to support reform.

Many of the files contain records dating from the Clausen presidency, some as early as 1984; apparently Conable used the Clausen country records as building blocks for his information on the countries. Similarly, the files on the USSR contain some records that post-date the Conable administration by several months (until December 1991), as the incoming Preston administration continued to use them.

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.

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.

This series contains President Clausen's records related to the Development Committee meetings from 1983 through 1986. Formally the Joint Ministerial Committee of the Boards of Governors of the World Bank and the International Monetary Fund on the Transfer of Real Resources to Developing Countries, the Development Committee was established in 1974 with its own secretariat that maintained the official records of the Committee.

The records in this series, therefore, are Clausen's office files on the Development Committee meetings during his tenure (meetings 21-28). The records, organized by meeting, include correspondence, memoranda regarding the meetings, drafts of the President's opening remarks and the President's Report to the Development Committee, summaries of Committee discussions, and statements to the press. The files also contain papers and reports prepared for the Development Committee, including the Development Committee Annual Report, task force and working group reports, and papers on topics such as development in Sub-Saharan Africa, the world economic outlook, and external debt problems of developing countries.

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.

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 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.

The President's Finance Committee was established by President McNamara on 9 August 1979 together with the Personnel Management Committee. Both committees operated as sub-committees of the President's Council. The purpose of the Finance Committee was to deal with such matters as liquidity objectives, profit objectives, the lending rate, financial structure, and IDA transfers. The membership consisted of the President as chair, the Senior Vice President, the Vice President for Finance who served as vice chair, the Vice President for Operations, the Vice President and General Counsel, the Vice President and Secretary, the Vice President and Treasurer, and the Director, Programming and Budgeting.

The series contains the agenda and minutes of the Committee meetings between August 1979 and June 1981. It includes papers regarding the currency pooling system, debt problems of developing countries, co-financing, the cost of IBRD borrowings, criteria for selective capital increase and other papers distributed to the members of the Committee for discussion.

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 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 series contains letters and copies of letters addressed to President McNamara by heads of States, international organizations and regional development banks, government officials, U.S. Senators and Congressmen, economists and lawyers. It also contains internal memoranda addressed to the President by the Executive Directors or the staff. Incoming letters and memoranda are often annotated or accompanied by notes by McNamara or minutes of his responses. Although generally incoming items, the series also contains a small quantity of outgoing letters and memoranda. Correspondents include heads of State Indira Gandhi, Yahya Khan, and Gamel Abdel Nasser; U.S. Treasury Secretaries Henry Fowler, John Connally, William Simon, W. Michael Blumenthal and G. William Miller; UN Secretary Generals U Thant and Kurt Waldheim; various directors of WHO, FAO, the UN Environment Programme and World Food Council; and public figures such as Barbara Ward. The correspondence deals with the general issue of development, development programs of other agencies, relations with the U.S. government and Congress, and governments of other member countries, in particular India and Pakistan. The internal memoranda addressed to the President mostly concern the IDA replenishments and the situation in India and Pakistan, but there are also some exchanges on joint financing, World Bank borrowing, relations with OPEC countries, energy, the World Development Report of 1978, and a number of memoranda regarding the U.S. Congress' committee investigation on the Bank's effectiveness in reaching the poor (1977). McNamara's minutes and notes include his letter to Lester B. Pearson asking him to organize a committee to study development in the next decade (1968); letters to various U.S. Treasury Secretaries and U.S. Secretary of State Henry Kissinger on the IDA replenishments and the Foreign Assistance Appropriation Bill, the Bank and the OPEC countries; memoranda of conversations with Executive Directors and notes on the IDA, the India-Pakistan war, and Bangladesh; and an annotated draft of the World Development Program proposal (1977). The series also includes two photographs of Robert McNamara with U.S. President Richard Nixon in the White House at the signing ceremony on 10 March 1972 of the bill authorizing the United States' contribution to International Development Association (IDA).

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 is composed of letters and memoranda drafted for McNamara by the Department of Information and Public Affairs (IPA) between January 1969 and July 1981. Letters consist of thank-you notes, mostly regrets, for invitations to participate or speak at meetings or luncheons, deliver interviews and appear on television, thanks for gifts, books, articles, comments, views, support, staff work, and responses to requests for material, statements and articles.

The addressees are private citizens, scholars, journalists, heads of organizations and congregations, diplomats, and government officials. Thank-you letters range from a note to President Leopold Sedar Senghor thanking him for a volume of poetry, to letters to the U.S. President, senators and congressmen thanking them for assuring the passage of foreign assistance legislation. Responses to inquiries include a letter informing President Sekou Toure of the progress of the Konkoure project, a letter attempting to answer William Safire's etymological inquiry about the phrase bargaining chip, and notes declining requests for comments on defense policy and the Vietnam War.

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.

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.