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Records of the Office of Operations Evaluation
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Early special evaluation studies working files

The sub-series consists of the working files for special studies and evaluation reviews conducted by OED and its predecessor organization, the Operations Evaluation Unit (later Division) of the Programming and Budgeting Department, prior to the formation of sector-specific divisions in 1983. Reports include sector, country, management, and policy studies.

The series includes the first two evaluation studies conducted by the Operations Evaluation Unit. These studies included a deep study of everything the Bank had done in one country, Colombia, and a wide study evaluating loans to a number of countries in one sector, the electric power sector. The files for the first country study, Bank Operations in Colombia: An Evaluation, Report No. Z-18, 1972, also include a draft and final version of the 1975 Closing Report to Colombia Evaluation which was a follow-up review of the 1972 study to assess what progress had been made on the recommendations contained in the 1972 study. The files for the first sector study, Operations Evaluation Report: Electric Power, Report No. Z-17, 1972, include the 1975 follow-up report, Closing Report on Actions Relating to Recommendations of the Electric Power Evaluation Report of March 1972.

Other sector studies included in this series are: a comparative highway evaluation study; a Development Finance Companies study; a Bank lending for agriculture credit study; reviews of agricultural and rural development programs in Indonesia and the Philippines; and a review of rural development projects in Sub-Saharan Africa. The Department's first three management policy reviews are included and address delays in loan and credit effectiveness, delays in project preparation, and the role and use of consultants. Early operational policy reviews cover project implementation, supervision of Bank projects, and compliance with loan covenants. This series also includes files for OED studies of project monitoring and evaluation and technical assistance pilot evaluation studies conducted in Kenya and Afghanistan.

The study files in this series often contain earlier Bank documents, some dated as early as 1957, relating to the subject of the study. The compilers of these early studies established the practice of soliciting comments on draft studies and reports from all interested parties in the Bank and in the client countries, and most of these study files contain both a series of drafts and the related comments.

Records of the Director, Operations Evaluation Department

The records in this series contain the reports, correspondence, and studies compiled by the Directors of OED (OEDDR). The Director is selected by the Director-General, Operations Evaluation (DGO), and is responsible for the overall management of the OED. Principal functions include:

  • assisting the Director-General in making periodic assessments of the adequacy and effectiveness of the operations evaluation system in light of the institutional objectives of the World Bank;

  • carrying out reviews of the Bank's completion reports and other self-evaluations, performance audits on selected completed projects, impact evaluations, and evaluation studies focusing on operational programs, policies, strategies, and processes;

  • assisting member countries to develop their own operations evaluation capacities; and

  • disseminating evaluation findings both within the Bank and to the wider development community.

The series contains the records of Christopher R. Willoughby, who was the first Director of OED. Primarily consisting of memoranda, these records document the early development of the operations evaluation function and of the Operations Evaluation Department in the 1970s. Also contained in this file are records of subsequent OED Directors from the 1980s and 1990s. These records relate to a variety of topics.

Memoranda Files of Director Christopher R. Willoughby

This sub-series is a collection of memoranda and related records compiled by Christopher R. Willoughby who was among the first employees of the Operations Evaluation Unit and was appointed the first director of the Operations Evaluation Department in July 1973.

  • The first set of files consists of memoranda (dated November 1970 - November 1972; February - April 1973; and February - August 1975) sent to President Robert McNamara from Christopher R. Willoughby and also John Adler, who was director when the Operation Evaluation Unit was established in 1970. The memoranda concern the early workings of Operations Evaluation including: the decision to begin with an in-depth look at the Bank's work in one country, Colombia, and in one sector, electrical power; the development of the format for these first two reports; progress reports on the work of the unit and on the development of future work programs; and the relationship between evaluation and supervision. Some of the original memoranda to McNamara were returned to Operations Evaluation marked with a red stamp indicating President has seen. One long memorandum for the record summarizes the January 1971 visit with the Colombia Operations Evaluation team of Dr. Lauchlin Currie who headed the Bank's General Survey Mission to Colombia in 1949. Included in this first set of files are handwritten notes and memoranda for the record summarizing meetings Willoughby and others had with McNamara.

The second set of files consists of memoranda (dated April 1970 - February 1976) sent and received by Willoughby and his copies of key memoranda documenting the development of the operations evaluation function and the changing position of the Operations Evaluation staff within the Bank. Included are Willoughby's handwritten drafts and final copies of the key issuances affecting Operations Evaluation and his notes from key meetings. One folder contains Willoughby's drafts of a September 29, 1975 memoranda from Mohamed Shoaib, Vice President, Operations Evaluation Division, outlining the history of the evaluation function from 1971 to 1975.

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