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Vice President and Senior Vice President of Operations chronological files

The series contains internal memoranda to the World Bank Group president, regional vice presidents and other senior managers, executive directors, and Operations division chiefs for the period in which Stern was vice president and senior vice president, Operations.

Issues covered relate to: the formulation and review of regional and country assistance strategies and lending programs and of structural adjustment loans and selected individual projects; operational policy and procedure; World Bank-International Monetary Fund collaboration; budgeting; and analyses of initiatives, such as the China program, the Brandt Commission, energy development, and International Development Association (IDA) replenishments.

While Stern served as Senior Vice President from 1980 to May 1987, there is a gap in the chronological records for 1987; the series contains only seven items dating from 1987.

Cofinancing and Financial Advisory Services Department (CFS) chronological files

Series consists of chronological correspondence created and received by Bock while he served as director of the Cofinancing and Financial Advisory Services Department (CFS).

Records in this series are primarily memoranda between CFS staff and management, regional unit staff, and other Bank departments and managers such as Senior Vice President, Finance Ernest Stern and Senior Vice President, Operations Moeen Qureshi. Topics include Bank financial policy and planning, CFS business plan, country debt issues, Brady Initiative Coordinating Committee (BIC) meetings and IMF involvement, and Board paper review of Brady Initiative progress. Also includes a speech and copies of Bock?s articles prepared for a Global Finance Forum.

Briefing books

This series consists of briefing books containing background information on specific issues relevant to Goldstein's planned meetings and trips. The books were prepared for various events, including Goldstein's travels on mission to individual countries; his meetings with country representatives visiting Bank Group headquarters; and meetings he attended on topics such as financial stability, the Bank's partnerships with G-8 shareholders, and mobilizing resources for the International Development Association's 13th and 14th replenishments (IDA13 and IDA14). Some briefing books were prepared exclusively for Goldstein, while others were likely prepared for Goldstein and other senior officials. The briefing books often contain country information, discussion points, agendas, itineraries, summaries of Bank Group activities, and other documents.

Correspondence

This series consists of chronological correspondence files assembled by Goldstein's office, predominantly from December 2001 until Goldstein's retirement from the Bank in October 2004. Included are copies of incoming and outgoing correspondence, memoranda, faxes, and printed emails. Communications are with both internal and external correspondents. In addition to correspondence directly to or from Goldstein, the series includes copies of correspondence received by the Office of the President (EXC) and forwarded to Goldstein for action or information.

The records relate to Goldstein's various responsibilities as managing director, including:

  • World Bank's internal and external financial affairs

  • Integrity of the Bank's financial operations, including reports from the Internal Auditing Department (IAD)

  • International Development Association's 13th and 14th replenishments (IDA13 and IDA14)

  • Country strategy papers and policy framework papers for specific countries

  • Heavily Indebted Poor Countries (HIPC) initiative

  • The Bank's relations with G-8 shareholder countries

  • Bank corporate strategy

Some personal correspondence is also included.

Chronological files

  • WB IBRD/IDA WB_IBRD/IDA_123-01
  • Serie
  • 1972 - 1995 (predominant 1988 - 1995)

This series primarily contains records related to J.D. Von Pischke's work at the World Bank Group (WBG) between 1988 and 1995 when he was a Senior Operations Officer and Senior Financial Analyst in various departments of the Asia and South Asia Regional Vice Presidencies. Records relate to a variety of topics and activities, including: the WBG resident mission in Bangladesh; the rural banking sector in Nepal; a research proposal on financial integration and development; private sector investment in Bangladesh; participation in conferences and seminars; and many others. Record types include office memoranda, internal and external correspondence, survey reports, notes, and action plans.

Knowledge products and training materials

  • WB IBRD/IDA WB_IBRD/IDA_123-02
  • Serie
  • 1970 - 2008

Series consists of records relating to training sessions, workshops, and conferences participated in or attended by J.D. Von Pischke during his time at the World Bank Group (WBG). Many of the instructional activities were undertaken in support of the WBG's Economic Development Institute (EDI), but others were offered in his capacity as a sector or operations staff member or consultant.

Materials relate to a broad range of topics. Of the most common are rural finance and agricultural credit, specifically debt capacity and loan repayment performance, credit policy frameworks, small and medium enterprise (SME) finance, credit guarantee schemes, farm investment analysis, project finance and basic financial analysis, and portfolio and loan quality control. There are also country/project-specific materials tied to India (Tamil Nadu projects, rural credit terms), Bangladesh (fertilizer credit and poverty alleviation projects), Sudan mechanized farming, Yemen rural development, agricultural credit workshops in Ghana, Nigeria rural financial policy, and transition-era banking reform training in Moscow and Uzbekistan. Conference and seminar presentations on credit unions, cooperative financial institutions, and financial reform are also included.

Record types include case studies, exercises, outlines, workbooks, presentation notes, and transparencies as well as what appear to be reference materials (reports, articles, and notes).

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