Showing 251-300 of 574 results

Series

Travel briefings

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

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

Speeches

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.

Working files - Conable/Camdessus lunches

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

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

External Affairs

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.

World Bank 50th Anniversary

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

Subject files

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.

Speeches

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.

Records of the Portfolio Management Task Force (Wapenhans Report) and follow-up

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

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

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

Records regarding the Consultative Group on International Agricultural Research (CGIAR)

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

Chronological files

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.

Annual Meetings

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.

Travel files

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.

Country files

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.

Liaison files - U.S. Government

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

Daily scheduling

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.

Audio-video documentation

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).

Photograph documentation

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

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

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

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

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

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

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

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

Chief of Staff and Middle Office files

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.

Internal correspondence

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.

Correspondence

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.

Board of Executive Director meetings and event briefing materials

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.

Annual and Spring Meetings briefing materials

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.

Speaking engagement briefing materials

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.

Meeting and event briefing materials

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.

Travel briefing materials

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

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

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

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

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

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

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

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

Media coverage and engagement

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

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

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

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

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

Earth Council Chair

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.

United Nations collaboration and liaison

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

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

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

Country and region area files

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.

Meeting and conference attendance and planning

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

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

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

Subject files

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.

Chronological files

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.

Subject files

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.)

Country Files

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.

Travel files

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

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

President briefing books

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

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

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

World Bank-Japan relations

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

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

Speech reference collection

This series contains speeches made by Bank staff and, in lesser amounts, Bank consultants, Executive Directors, and government officials. These records were maintained by EXT staff as a reference collection. In addition to speeches, a small amount of similar materials are included, such as: talking points for speeches; transcripts of radio addresses, lectures, press conferences, and interviews; and a small number of published articles.

Note that, while one of EXT's responsibilities was to serve as speechwriter for the Bank President and other senior staff, there is no evidence of speechwriting activities contained in the records of this series. Additionally, EXT staff were regularly responsible for fielding requests for appearances and speeches by Bank Presidents and managing logistics related to those appearances; records related to these activities are likewise not included in this series.

Speeches of Bank Presidents

Speeches made by every Bank President from 1946 to 1999 are included. Presidential speeches contained in this series were delivered to a variety of audiences, both internally and externally, although the latter is more common. The most frequent audience is the Board of Governors at the Bank's Annual Meetings. Other external audiences include international organizations (including the United Nations and its various councils, divisions, and conferences), clubs, associations, and academic institutions.

The speeches of Bank Presidents contained in this series are often small pamphlet-sized publications. This is most commonly the case with the annual Address to the Board of Governors given at the Bank's Annual Meetings. Other formats include photocopies and press releases.

Only three speeches made by President Eugene Meyer are included in this series. Two of the speeches, both dating from 1946, are from: the Annual Meeting of the Academy of Political Science; and a dinner in honor of the World Bank and International Monetary Fund's (IMF) Boards of Governors. The third speech, from 13 January 1947, was given to the Canadian Club subsequent to Meyer's resignation as Bank President.

President John J. McCloy's speeches date from April 1947 to June 1949. In addition to speech transcripts and the scripts of two television programs McCloy participated in, the script for his three-part lecture given at John B. Stetson University in February 1949 is also included. Statements made by McCloy to the United States Senate Committee on Foreign Relations in January 1948 and the House Committee on Bank and Currency in May 1949 are also included.

The speeches of President Eugene Black date from 1947 to 1962. These include speeches from 1947 and 1948 made by Black while serving as the U.S. Executive Director to the Bank. In addition to his speeches, a single folder includes Bank press releases related to Black's appointment as President of the Bank and to other matters. A small number of photocopied magazine articles profiling Black are also included.

President George D. Woods' speeches date from January 1963 to May 1968. In addition to speeches, a small amount of Bank press releases related to Woods' appointment as Bank President as well as magazine articles related to Woods and the World Bank are included; the latter includes a copy of Forbes magazine dated 15 December 1963 featuring Woods on the cover. An article authored by Woods and published in Foreign Affairs magazine in January 1966 is also included.

The majority of President Robert S. McNamara's speeches are in published form and date from 1968 to 1981. Three speeches given by McNamara following his departure from the World Bank are also included: the Sir John Crawford Memorial Lecture (1 November 1985); the Africa Leadership Forum (21 June 1990); and the Annual Conference on Development Economics (25 April 1991).

President A. W. Clausen's speeches date from 1981 to 1986. Clausen's addresses to the Board of Governors are available in published pamphlet form as are a small number of other speeches. The remainder are photocopies.

President Barber Conable's speeches date from 1986 to 1991. Conable's addresses to the Board of Governors at the Annual Meetings from 1988 to 1990 include translations in a number of languages, including: Arabic, Chinese, Japanese, Spanish, Portuguese, German, and French.

President Lewis Preston's speeches date from 1991 to 1994. Only talking points are included for a number of his speeches.

President James D. Wolfensohn's speeches date from 1997 and are relatively few in number. Speeches are filed alongside those of other Bank staff and external political figures.

Bank staff (non-President) and other speeches

This series also contains speeches made by Bank Group staff (including International Finance Corporation [IFC] staff) and, in far less number, Bank consultants, Executive Directors of the Bank, country leaders and ministers, and other prominent external figures. The majority of the speeches are by International Bank for Reconstruction and Development (IBRD) staff. Speeches date from 1946 to 1993. In addition to speeches, a small number of interview transcripts, statements, and published articles are included. In most cases, there are between one and three speeches per individual, although in the case of more senior staff, the number of items can exceed a dozen. Drafts of speeches are included, although in very small number. Translations of speeches are included for some speeches and in a few cases the speech exists only in a language other than English; in the case of the latter, the most common languages are French and Spanish.

Note that some speeches by senior External Relations staff that were filed alongside the speeches of other senior Bank staff are included in this series. These include speeches, lecture and press conference transcripts, speech notes (with hand-written annotations), and published articles dating from 1996 to 1999 by EXTVP Mark Molloch Brown.

EXT speechwriters' reference collection

A group of speeches maintained as reference copies by EXT speechwriters from 1981 to 1989 are also included in this series. Speeches made by Presidents Clausen and Conable are the most common in this collection. Conable's speeches from August 1987 to September 1989 are interfiled with speeches made by other senior Bank staff and prominent external figures. Conable's speeches, however, still make up the majority of the records during this period.

Photograph library

This series consists of photographs created by or for departments responsible for the external affairs function in the World Bank. The majority of the photographs included here were managed by Information and Public Affairs Department (IPA) staff responsible for the Photograph Library. Photographs were taken by Bank staff or were received from other sources, including contracted photographers, country representatives, among others. The Photo Library loaned or provided copies of photographs to external organizations, including publishing companies, newspapers, magazines, governments, and academic institutions. Photographs were also used in Bank publications and other promotional displays and projects in the World Bank Group headquarters and field offices.

This series contains an extensive collection of country photographs documenting project sites, and loan and credit signing events. The majority of these photos document International Bank for Reconstruction and Development (IBRD) and International Development Association (IDA) projects from 1946 to 2001, but projects financed by the International Finance Corporation (IFC) between 1962 and 1981 (predominant 1978-1980) are also represented. Country photos may also include images of cities, villages, dwellings, people, streets and markets, transportation, and water supply. Photographs documenting membership signings of the IDA and the International Centre for Settlement of Investment Disputes (ICSID) are also included. The majority of these photographs are 8x10black and white prints mounted on cardboard, often with captions on the reverse. More recent images are 35mm color slides often contained in binders. Some of the IFC project images are black and white negatives.

Photographs of World Bank staff, including Bank Presidents, as well as Executive Directors are included in this series. Photographs are generally portraits but, in the case of senior staff and, especially, Bank presidents, images documenting activities, meetings, trips, and other important events are also included. Photographs are 8x10 black and white prints and are, in most cases, mounted on cardboard, occasionally with captions on the reverse.

Photographs of Bank-owned buildings, including those in Washington DC and, in lesser number, Paris, France, are included. Images are of building exteriors and also include building interiors and the office of President Robert McNamara. Photographs date from 1946 to 1982 and are black and white prints of various size, some of which are mounted on cardboard.

Photographs from the Bretton Woods Conference held at Bretton Woods, New Hampshire in July 1944 are also included. Photographs include images of various national delegations as well as notable attendees. A small number of group photos and photos of country representatives signing International Bank for Reconstruction and Development (IBRD) Articles of Agreement are also included. Note that these photographs were originally taken by press sources and by the Office of War Information of the United States Government. Photographs are black and white prints of various size, some of which are mounted on cardboard with captions on the reverse.

Photographs documenting the Bank's Annual Meetings are also included in this series. These photographs show prominent guests, Bank staff, speakers, and events and are included for every year between 1946 and 1986 with the exception of 1976. Annual Meetings from 1994 to1996 and 1998 are also included. The majority of photographs are black and white prints of various size, some of which are mounted on cardboard with captions on the reverse. Some of the photographs from the 1990s are color prints or slides.

A small amount of textual records relating to the management of the photograph library and procurement of photographs are also included. These records, dating from 1959 to 1968, primarily relate to hiring photographers to travel to Bank member countries and photograph ongoing Bank-funded projects. Many of these contracts are with photographers represented by Black Star Publishing Co., Inc., in New York, New York. Much of the series contains correspondence with Black Star as well as with the photographers themselves discussing contracts, logistics, and related matters.

Textual records in this series also include correspondence between staff in the Bank's Information Department responsible for photograph lending and external correspondents representing publishing companies, academic institutions, international organizations, etc. Correspondence generally concerns requests and logistics related to the loan of photographs from the World Bank photo library. These records date from 1966 to 1968.

The series also contains single copies of the Bank publication "Loans at Work". Included are copies from 1950 through 1967 with the exception of 1951, 1956, and 1966. These publications, which provide country and regional lending information but primarily consist of photographs, were maintained by the Photo Library staff. Some of the publications contain annotations next to photographs indicating where in their library the photograph was stored.

Slides and black and white prints of images used in the 1984 to 1986 World Bank Group Annual Reports are also included in this series. A folder containing prints of diagrams and charts as well as a folder containing notes related to the creation and publication of the reports are are also included.

A small number of Photo Library brochures dating from 1983 and 1984 are also included in this series.

Media relations

The media relations series includes press releases disseminated by the World Bank Group relating to operations and activities from the founding of the World Bank in 1946 through 1995. Press releases of the International Bank for Reconstruction and Development (IBRD), International Development Association (IDA), and the International Finance Corporation (IFC) are included in this series.

The series consists of IBRD numbered press releases relating to Bank Group operations and activities dating from 1946 to1995. Press releases document country membership admission to the Bank and announce staff appointments in various member countries and other promotions within the Bank. The majority of IBRD press releases relate to IBRD loans, including applications, agreements, and issuances. Other topics of press releases include organizational changes (including reorganizations, retirements, and staff and Executive Director appointments), country membership, bond issuances, Resident Mission developments, speeches by senior management, report publications, conference attendance, consultative group meetings, mission travel undertaken by senior management, and Spring and Annual meetings. Early press releases were numbered consecutively. Beginning in 1962, press releases were numbered according to the year of release. Numbered press releases are missing from the following years: 1982, 1983, 1985, and 1986.

Series also includes press releases relating to IDA operations and activities from its creation in 1960 to 1994. The majority of IDA press releases relate to the funding of projects through IDA credits. Other topics of press releases include organizational changes (including reorganizations, retirements, and staff appointments), country membership, IDA replenishments, consultative group meetings, conference attendance, and Spring and Annual meetings. The press releases are arranged consecutively by number from 1960 through December 1961, numerically by calendar year from 1962 to June 1976, and numerically by fiscal year from July 1976.

An index for IBRD and IDA press releases from 1946 to 1994 is included. Indexes provide a brief descriptive subject title along with press release number and date. A separate index for IDA records for the years 1962 to 1979 is also included and contains the same information.

A portion of IBRD and IDA press releases dating from 1946 to 1994 are unnumbered and arranged chronologically. Unnumbered press releases are included in the file indexes as "unnum" or "unnumbered" but are not filed withthe numbered press releases. Some press releases have published informational supplements attached; supplements originated in both the Bank and in other organizations.

The series also contains translations of some of the IBRD and IDA press releases from 1948 to 1994. French and Spanish translations are most common but translations into Chinese, German, Italian, Arabic, Japanese and Portuguese are also included. A number of smaller series of press releases dating from 1987 through 1994 that relate to specific World Bank agencies or topics are also included. The financial series describes general World Bank finances, currency issues, and bonds. The larger special series details World Bank presidents' visits to member countries, staff appointments, and new Bank initiatives. A small number of press releases from the early 1990s relate to the Multilateral Investment Guarantee Agency (MIGA), the Consultative Group for International Agricultural Research (CGIAR), and the impact of development on particular US states export growth are also included.

The series also includes versions of speeches and addresses by Bank Group officials that were disseminated as press releases. These date from 1946 to 1965. The majority of the speeches are by Bank presidents Eugene Meyer, George Woods, and Robert McNamara. Speeches by other Bank officials include: J. Burke Knapp; Sir Denis Rickett; Mohamed Shoaib; Siem Alderweld; and Irving Freidman. These speeches include commencement addresses, Annual Meetings addresses to the Board of Governors, remarks during sessions of Economic and Social Council of the United Nations, and addresses to various bank associations and conferences.

The series also contains IFC press releases relating to operations and activities dating from 1956 to 1979. Topics include external operations as well as organizational changes, activities and events. Responsibility for writing and disseminating IFC press releases was the responsibility of various departments within the Information and Public Affairs Department (IPA) between IFC's creation in 1956 and 1979. In 1979, this activity was transferred to IFC's new Information Office. A small number of press releases dating from 1965 to 1974 include IPA correspondence relating to the authorship and dissemination of both press releases and photographs from the Bank's photograph library. These files are titled according to either the name of the company that received the investment or by country, thereunder by name of company.

The series also contains records relatingto press tours organized and facilitated by the Bank and governments and institutions of member countries. Press tours included media from around the world. Participants visited sites of projects funded by the Bank, partook in talks and discussions related to development, and met with government officials. Records include memoranda related to the planning of the trip, programs and itineraries, and background publications for participants.

Support and communications of the Office of the President and senior staff

The staff support and communications of the Office of the President and senior staff series includes records related to a variety of activities undertaken by External Relations (EXT) departments. These include: authoring correspondence for senior staff and Bank presidents; scheduling and managing logistics for media relations and speaking engagements; liaising with the press with regard to publication requests; and authoring briefing books for mission travel and meetings. This series contains records related to these activities in addition to subject and reference files.

Series contains records related to the authorship of correspondence for the Office of the President (EXC). The correspondence was authored for Bank Presidents Robert McNamara (1968 to 1981), A. W. Clausen (1981 to 1986), and Barber Conable (1986 to 1991). The records include correspondence received by EXC and forwarded to EXT for response. Forwarded correspondence is accompanied by EXC's forms for requests of action (i.e. author a response,file with EXT records, provide advice, etc.) Topics of correspondence are wide ranging and include: requests for interviews; invitations to conferences and meetings; research proposals; and letters of introduction.

Also included in this series are records related to the scheduling and logistics planning provided by EXT for media interviews in which Bank presidents participated. Records relate to interviews with Presidents McNamara and to a lesser extent, Conable. Records include: correspondence leading upto the interview; internal memoranda concerning logistics; proposed questions and answers; and a clipping or a full transcript of the actual interview. Records relate to print interviews with the Wall Street Journal, Newsweek, Washington Post, New York Times and Life magazine. Television interviews include the BBC, Italian television, and McNamara's appearance on NBC's Meet the Press in 1974. The records related to McNamara's Meet the Press appearance include preparation notes, transcripts from the episode, and correspondence from viewers.

Records relating to EXT's support of press conferences in which President Conable participated are also included. Records include transcripts of press conferences and press interviews for the years covering 1986 to 1989. Topics include: Bank's 1987 Reorganization; Annual Meetings; annual reports; the establishment of the Multilateral Investment Guarantee Agency (MIGA); Bank policies on the environment; a 1988 loan package to Argentina; indebtedness; adjustment lending; and a 1989 loan package to Mexico. Series also includes records related to press conferences involving Sir William Ryrie (International Finance Corporation [IFC] Executive Vice President), Yoshio Terasawa (Executive Vice President of MIGA), and Ibrahim F. I. Shihata (World Bank Vice President).

Also included in this series are records related to the requests for speeches by Bank senior staff including the president. The majority of these records consist of correspondence with external organizations that are requesting participation by Bank staff in their conferences, meetings, and other events. In the cases where invitations were accepted, a transcript of the speech given is often included. In addition to requests to Presidents Black, Woods, and McNamara, requests are also made to a number of other World Bank vice presidents. A small amount of records related to World Bank policy with regard to speaking events is also included. Records date from 1950 to 1968.

Records relating to requests for article submission to periodicals and other publications are also included in this series. Records relate to requests made to Presidents Woods and McNamara. Records include correspondence with media representatives in which requests for articles are made. Records also relate to the submission of articles, including drafts (often with hand-written annotations) and final versions as well as correspondence with the publisher.

The series also includes records relating to logistical and program support for tours of member countries made by senior Bank staff including Presidents McCloy, Woods, and McNamara. Records date from 1947 to 1968 and consist of internal memoranda, correspondence (including invitations), and itineraries.

The series also contains briefing books prepared by EXT staff for President James Wolfensohn between 1996 and 2005 in support of his various trips and conferences. The briefing books include event background, speaking points, transcripts of speeches, meeting notes, agendas, itineraries, biographical and relevant information on meeting participants, and media biographies. Briefing papers relate to: Wolfensohn's visits to Geneva, Spain, and Switzerland; UN Special Representative Secretary General seminars; Annual Meeting seminars; and the 2002 Monterrey Mexico conference on development financing. There are also briefing papers and supporting materials for Wolfensohn and other staff members related to G-7 meetings from 1995 through 1997. A small number of briefing papers for Mats Karlsson (Vice President of External and United Nations Affairs [EXTUN]) covering 1999 to 2001 are also included.

The series includes recordings and transcripts (including physical and electronic formats) of President Wolfensohn's various internal addresses to staff. These include: high-level workshops, end of year messages, senior management meetings, townhalls, and, most voluminously, his semi-regular "journal" recordings that update staff on Bank operations and activities. This collection of speeches was to be included in Wolfensohn's online "Speech Bank" and incorporated into the Renewal website. The versions in this series were maintained by EXT as a reference collection.

Records also relate to EXT's involvement in the management of internal facing World Bank Group websites. Specifically, records relate to the creation of the Renewal website, a staff-focused resource providing updates on the 1997-1998 reorganization as well as other ongoing administrative and operational initiatives. Records include: email correspondence; materials related to the testing and creation of website content; reports created by the Planning and Budgeting Department; and printouts of pages from the Renewal site. The series also includes materials related to the creation and management of the EXC website from 1998 to 2000. These records include internal correspondence within the department for updates, requests for approval of information to be included on the website, drafts of page content, requests for images for website use, and printout copies of webpages.

The series also includes memoranda summarizing recommendations made by the Pearson Commission on International Development which investigated the effectiveness of the World Bank's first 20 years of operation. These memoranda, dated from 1969 to 1970 and authored by EXT staff for review by the Executive Directors, address specific topics such as education, population, economic reports, debt relief, and aid coordination. The memorandum has handwritten notes written on them by President McNamarato members of the Board.

Internal communication and staff engagement

This series consists of internal Bank staff publications and newsletters as well as photographs and negatives used in those publications. Also included are records relating to internal communications strategies. A small amount of records related to community relations programs is also included.

Records include copies of the various iterations of the World Bank's internal staff publications. These include: "International Bank Notes" (1947 - 1971); "Bank Notes" (1971 - 1981); and "Bank's World" (1982 - 2000). Series contains a full collection of these publications with only a few exceptions.

Bank newsletters started with the publication of International Bank Notes in 1947. International Bank Notes was published out of the Bank's Personnel Division. The newsletter was intended to foster a sense of community among staff and provide information of a personal nature to Bank staff rather than duplicating material from press releases and official memorandum. The publication highlights social events, marriages, births, and the arrival of new staff. It also reports on recreational events and offers favorite cooking recipes submitted by staff. The publication started out with a 2-page format but soon after transformed into a small booklet with photos. By the end of its run, International Bank Notes had a more polished look and tone including a table of contents, multi-page interviews with Bank staff, and articles about Bank activities and projects. International Bank Notes Supplements were also published in six monthintervals. These were subtitled "Introducing New Professional Staff", and include a biography and picture of new staff.

In 1971 the staff newsletter publication function was moved to the Information and Public Affairs (IPA) Department and was renamed Bank Notes. It took on a larger physical format with the look and feel of a newspaper. Its content, however, did not change significantly. In addition to the combination of staff- and operations-focused content, the publication included a Bank Calendar of upcoming social events and meetings, a column entitled Women's Information and Volunteer Service (or "WIVES"), a Cross Currents page containing classified ads, as well as humor and food columns.

The next and final version of the physical staff newsletter was titled Bank's World. It was a glossy color magazine and was published from 1982 through 2000. Each issue included a cover story article, articles about development projects, reports from various Country Departments, and a new column called AnswerLine that provided answers to questions of broad interest concerning the Bank Group's policies and procedures. Other features included multipage in-depth articles called On the Record which were often written by the Bank President and a space entitled Around the Bank which detailed news from Executive Directors and Vice Presidents. Some issues have indexes of stories. A special June/July 1987 issue titled The Reorganized Bank: Managers and Senior Staff is also included. In 2000 the print version of "Bank's World" was discontinued and replaced with an online intranet version called "Bank's World Today".

An index of articles in these three publications from 1947 to 1993 is also included.

The series also includes photographs and negatives from 1952 through 1983 that were created for use in staff newsletter publications. Image formats consist of negatives, transparencies, prints, and color photocopies of photographs taken or acquired by the Bank's Photolab. It also includes photographs of projects, staff events, headquarters' activities, and staff portraits.

The series also contains a variety of other newsletter-type publications intended for Bank staff. This includes copies of "Report - News of the World Bank Group" from 1973 to 1982, complete except for a small number of missing issues. The publication was produced by the IPA and the Publications Department (PUB) for both internal and external audiences. It provided general news of economic development as well as reports on World Bank Group activities.

There are also printouts of "Updates on the Bank Renewal" (or its informal name "Manager's Updates"), an electronic newsletter that was produced and sent bi-monthly by the Chief of Internal Communications from June 20, 1997 to December 1998. The updates shared Bank-wide news from the Board; summaries of the President and Managing Directors' town halls and senior management meetings; and progress on change initiatives.

Also included is a newsletter created by the Development Services Department (DSD) that was intended to be sent to field staff to keep them abreast of current activities in the Bank such as Bank membership, borrowing, IDA financing, and staff and organizational news. While DSD existed from 1961 to 1973, this series only includes issues of the DSD newsletter from 1966 to 1973; it is unclear if the Department published this newsletter prior to 1966.

Also included in this series are copies of the EXT-produced Development News Weekly Supplement from 1981 to 1990 and Development News Daily Summary from 1995 to 1998. Both are bound collated supplements of external press clippings related to the Bank and its activities. The articles range from governmental news, various developmental projects, and financial activities of the Bank.

Records related to EXT's internal communication support and engagement activities from 1988 to 1999 are also included. Records document communication strategies developed for internal programs and change initiatives as well as the dissemination of information and documentation about the initiatives, and research methods measuring staff response to initiatives. Internal communication records include correspondence and other materials primarily created by Internal Communications Division Chief, Rachel Weaving, and other senior staff. There are emails and facsimiles sent between the division and EXT Director, Managing Director's staff and other Bank departments. Correspondence is filed with summaries of Bank meetings given by the Bank Group President and global offices or meetings led by other senior staff, draft outlines, statements and emails, questionnaires and surveys, reports, external reference material, briefing material for senior management, and handwritten notes.

Many records relate to the 1997 Bank-wide reorganization and the 1997 Staff Survey and follow-up, as well as the Bank's 1997 Strategic Compact, a reform and renewal plan intended to increase Bank efficiency and effectiveness. There are files, 4 audiocassettes and a floppy disk relating to Managing Director Sandstrom's Open Forum, February to October 1997.

Other records relating to internal communications include: the development of a comprehensive Bank-wide communications strategy for fiscal year 1989; logistics and communications for Annual Meetings including briefings and broadcasting; 11-17 Network Launch and its steering committee; Knowledge Management Board (KMB); Human Resources Reform and Cost-Effectiveness; and photograph displays and exhibits including a World Bank mission photograph exhibit at the Bank and IFC between 1998 and 1999 and the Greening the Bank fair and exhibit. The exhibit files contain copies of emails, facsimiles, copies for displays, working documents, and reference material related to planning and content creation for the Bank exhibits.

A small volume of records related to Bank community relations programs are also included in this series. Records consist of administrative materials for charity programs such as the United Way campaign and other charitable fundraisers.

Communications with financial and business community

Series consists of records relating to communications with those members of the business and financial community that might support, invest in, or seek information about the Bank. These include financial institutions such as regional banks and the Federal Reserve district banks as well as the financial editors of newspapers. Most of the series is comprised of records belonging to William Bennett, the Bank's Financial Relations Advisor within the Information and Public Affairs Department (IPA) from 1949 to 1978. Bennett came to the Bank in 1949 as a Financial Editor on loan from the New York Herald Tribune to help publicize the Bank and assist with the rating services assessing the quality of the Bank's securities. That same year he was offered a full-time position and would remain with the Bank in IPA until 1978.

Records include the chronological files and "Loan Books" of William Bennett related to Bank operations from 1947 to 1971 and Bank bond issues from 1947 to 1965. Records consist of: press releases; statement of loans and credits; official memoranda; correspondence with various city and national newspapers; internal memoranda with other Bank staff members; and articles and speeches. "Loan Books" cover the dates from 1954 to 1971 and relate to the lending operations of the International Bank for Reconstruction and Development (IBRD), International Development Agency (IDA), and International Finance Corporation (IFC). Loan Books include current lists of country assignments, summaries of loan amounts, monthly operational summaries, and notices of significant decisions and loan approvals.

This series also contains Bennett's collection of published articles authored by Bank staff and externally. Articles relate to the World Bank and Bank-funded projects. Topics include the history of the Bank, international economic situation predominantly from the 1950s through the 1960s, the Bank's role in the economy, and description of Bank projects. Articles are in a variety of languages and appear in a variety of scholarly, specialized, and popular publications. Many of the articles are authored by Bank officials including Presidents John McCloy, Eugene Black, and George Woods. William Bennett also authored some of the articles. Articles often include typescript drafts as well as the published versions. The articles are in various formats, including pamphlets, clippings, and portions of magazines. These records date from 1946 through 1977.

Reference materials related to foreign and international bonds and equities for the years 1972 to 1976 are also included. Records include summaries of foreign and international bonds in multiple formats covering various annual and quarterly periods. Summaries of ammortization are also included.

This series contains records dating from 1965 to 1977 that relate to information seminars sponsored by the Bank offered to economic and financial experts. The purpose of the seminars was to explain the Bank's mission and operations. These experts included high ranking banking officials, retirement and pension fund operators, state level financial leaders, and prominent business leaders. The series includes guest lists, acceptances and regrets correspondence, memoranda on event plans between EXC and EXT, and correspondence related to participation at past and future seminars. Formal event programs and dinner menus are also included.

Publishing

This series contains records relating to the World Bank's publication function while it was located in or reported to the Bank's External Relations unit or its predecessors. The Bank's earliest publication activities occurred in the Public Relations Department from 1947 to 1955; a division dedicated to the publications of Bank-authored materials was established in 1949. With the termination of the Public Relations Department in 1955, the Bank's publishing function was transferred to the new Information Department (INFO). The publication of Bank-authored and Bank-sponsored materials increased rapidly over the subsequent decade. The publishing function was moved to the new Information and Public Affairs Department (IPA) in 1968 where it remained through 1980. In that year it was removed from IPA and upgraded to a separate department called the Publications Department (PUB); it reported to various iterations of the External Affairs Vice Presidency through 1992. In that year, PUB was downgraded to a division, but continued to report to the External Affairs Department.

The Bank's publications function is responsible for the publication of Bank-authored and, in some cases, Bank-sponsored informational materials for a variety of audiences, including: the broader public (speeches, regional and country booklets, press releases, fact sheets, informational pamphlets, educational materials); members and partners (Annual Report, World Development Report, Policies and Operations, various guidelines and handbooks); development practitioners (sector papers, Country Economic Reports, occasional papers); and the academic community (monographs and articles). Its activities have generally involved: selection of Bank-authored materials for publication; editing and design of publications; supervision of the production process; and promotion, marketing and distribution of Bank publications throughout the world.

Records relating to the publication and distribution of Bank-authored and Bank-sponsored materials include correspondencerelating to the various phases of the publication cycle. Correspondence is between the publishing unit and various stakeholders including: authors, relevant Bank units, external publishers and distributors, and members of the public or organizations. Correspondence relates to: submission of manuscripts; editing of manuscripts; translation of manuscript; solicitation of comments on drafts; determining the design aspects of the publications; budgeting matters; and marketing and distribution of publications. Records relating to editorial activities include drafts of manuscripts and page proofs that were published by the Bank; records relating to manuscripts that were reviewed for publication but ultimately not published by the Bank are also included. Records are primarily grouped into folders based on publication title. A small number of folders from the 1970s are titled by activity (budget, translation, etc.) or publication type (sector papers, country economic reports, etc.). Subject files relating to specific publication topics or authors are also included as are chronological files relating to publishing activities of a number of IPA staff: Donald Pryor (1973-9174); Brian J. Svikhart (1974-1976); and Goddard G. Winterbottom (1974-1976).

Records relating to the editorial decision-making and selection process of the Bank's Publication Committee are also included in this series. The Publication Committee was established in 1957 by President Black to develop and review policies and procedures with respect to the preparation, editing, approval and production of Bank publications. However, the committee's proceedings were, at least initially, devoted almost entirely to the consideration of specific proposals for publication submitted by staff including, especially, the Economic Development Institute. In addition to the director of the Information and Public Affairs Department (IPA), the committee members included vice presidents and department heads from throughout the Bank, including operations, EDI, administration, and the economics (or research) department. Records relating to the Publication Committee date from 1957 to 1978 and include meeting agendas and minutes as well as correspondence supporting the work of the committee.

This series also contains a large amount of material published by the Bank and maintained by publishing units as reference. These include: a copy of each World Bank Annual Report published between 1946 and 2003; copies of Annual Meeting Summary Proceedings from 1950 to 1991; and Development News - Daily Summary/Weekly Supplement from 1994 to 1999. A collection of "Finance and Development" is also included. "Finance and Development" was published quarterly by the World Bank and the International Monetary Fund (IMF) from June 1964 until June 1998 when the IMF became the sole publisher. English, Spanish, French and German language issues are included. Also included is a reference collection of "World Bank Loans at Work" for the years 1950 through 1967 except for a few missing issues. The publication was created for an external audience and contain photographs and descriptions of a variety of World Bank projects. Published versions of the World Bank Staff Working Papers series published between 1976 and 1986 are also included.

The series also contains a small amount of educational materials authored by the World Bank Group. The materials, which date from 1984 to 1986, were developed for secondary schools with the title "Toward a Better Tomorrow." Records include textual guides and reference materials as well as five film strips.

Records from a bibliographic project undertaken in 1970 are also included. The project aimed to compile a list of all Bank publications from 1946 to 1973. Records related to the bibliography include publication lists containing publication titles, dates, translations, quantities and distribution numbers for each publication. Other supporting material is also included although a final version of the bibliography is not.

Liaison with external organizations

This series contains records relating to the World Bank's liaison with external organizations. Records in this series originated in the various units responsible for liaison with external organizations in the External Relations department/vice presidency. However, due to records management practices in the Bank between 1946 and 1978, some of the records in this series originated in departments other than those focused exclusively on liaison activities. This is described in more detail below. Also note that, beginning in 1987, most of the liaison functions in the Bank were removed from the External Relations vice presidency for two brief periods: 1987 to 1990, and 1993 to 2002. Please see the Administrative History field in the Records of the Office of External Relations fonds description for more information on the organizational history of the liaison function in the Bank. Also see the Related Units of Description field below for the location of those post-1987 records related to the liaison function created in units outside of External Relations that are not contained in this series.

This series consists of records that were classified as "liaison files" or "United Nations liaison files" in the Bank's 'General' or 'Central' filing systems. These records date from 1946 to 1978 (with the exception of 1969 to 1971; please see Related Units of Description below). While records classified in this manner originated in departments from across the Bank (including the Office of the President), the majority of the 'General' and 'Central' files originated in the Technical Assistance and Liaison Staff (TAL, 1946-1961), Development Services Department (DSD, 1961-1973), and International Relations Department (IRD, 1973-1978).

Note that, from the beginning of the Bank's General Files classification system in 1946, "liaison files" and "United Nations liaison files" were classified separately. This likely occurred because the Bank's relationshipwith the UN and its agencies was more involved than with any other external organization. In 1964, as the Bank's collaboration with the UN in fields like agriculture and education was increasing, the Bank created a separate position called the Special Representative to the United Nations within DSD separate from staff responsible for liaison with non-UN external organizations. In 1965 the Special Representative moved to New York and opened an office at the United Nations headquarters. In 1978 a second World Bank UN Office was opened in Geneva, Switzerland.

Both the "liaison files" or "United Nations liaison files" consist of communications with external organizations with whom the Bank had a relationship. Organizations include governmental and international agencies, development banks, religious groups, academic institutions, and private foundations. Records relating to communications with the United Nations and its many agencies (United Nations Development Program [UNDP], Food and Agriculture Organizations [FAO], etc.) are the most voluminous in this series. The volume of records relating to communications with non-UN organizations and governments can be sizable (the Organisation for Economic Co-Operation and Development [OECD] or the United States government and its legislators, for example) or as small as a single folder.

The most common correspondence in this series are invitations to or requests for participation in meetings, conferences, seminars, workshops, training courses, and similar events. In addition to correspondence with external organizations, records related to event participation and coordination also include internal memoranda, Terms of Reference, back-to-office reports, meeting agendas, conference programs, and press releases.

Records relating to collaboration or partnership on joint projects, research, and missions are also common, particularly in those records relating to the UN and its agencies. These records are generally limited to work program development, information sharing, and logistical planning. The records also relate to the exchange of information (including mission schedules, policy proposals, sector studies, etc., most of which are not included with the correspondence), and request for comment.

The Bank-wide 'General' and 'Central' filing practice was discontinued in 1978, and a new Non-Regional Information Center (NRIC) was created to manage records created by non-operational units including the External Relations' International Relations Department (IRD). Unlike the records of the 'General' and 'Central' files, records from the NRIC, which existed from 1978 to 1986, and those subsequently transferred to the World Bank Group Archives directly from units responsible for external liaison include only those that originated in units responsible for the function. The exceptions are those records that were shared with these departments by other Bank units. Note that most of the records relating to external liaison that were created while the external liaison function was housedoutside of the External Relations Vice Presidency from 1987 to 1990 and 1993 to 2002 are included. To locate those arranged in other fonds, please see the Related Units of Description field below.

Topics contained in the NRIC and subsequent records are similar to those in the 'General' or 'Central' files, but with some additions. Beginning around 1980, the Bank's engagement with non-governmental organizations (NGOs) intensified. Records relating to the Bank's communication and collaboration with NGOs as well as the development of policy for interacting with NGOs are contained in this series. Likewise, records relating to the Bank's interaction with civil society also become more numerous throughout the 1980s and 1990s.

Records relating to external meeting and conference attendance are also included as are records related to external liaison staff's participation in World Bank Group spring and annual meetings. Background and briefing materials for senior Bank management prepared by EXT units responsible for meetings with external organizations are contained in this series. Many of these briefing materials were prepared for World Bank Group presidents Lewis Preston, James Wolfensohn, Paul Wolfowitz, and Robert Zoellick. Finally, a small amount of records relating to the organization and management of the units responsible for external liaison over time, including the New York and Geneva offices, are contained in this series. These records primarily relate to staff retreats where strategy and work programs were developed.

Records relating to the Bank's European field office in Paris, France, are also included in this series. The records date from 1949, when Drew Dudley, Director of Public Relations for Europe, arrived in Paris, to 1980. The records of the European office relate to its primary role as Bank representative to European governments, central banks and other financial institutions, international organizations, and the European media, academic institutions, and business community. Records also relate to other activities, including the arrangement for the sale of Bank securities in Europe, carrying out information programs, and performing administrative functions. Records consist of correspondence with Bank staff, including Bank presidents, in Washington, DC. Topics include logistical matters, reports on meetings, and exchange of information.

Records relating to the Tokyo office, which opened in November 1970, are also included in this series. The office was concerned with facilitating liaison between the Bank and the Japanese government and the Japanese financial community. It also served as a source of information for the Japanese press and public. Tokyo office records date from 1974 to 1975 and relate to communications with the Japanese government and media, administrative functions, and information exchange and publication.

The series also contains records from 1983 to 1987 relating to general policy and analysis undertaken by IRD in support of liaison with NGOs and other external organizations. Records relate to food security, poverty, debt, and the environment and contain reports, internal memoranda, communications with external organizations, logistical plans for meetings, and back-to-office reports.

The series also contains thematic subject files created and used by EXT units responsible for liaison with external organizations. Topics include gender, human rights, indigenous peoples, partnerships, structural adjustment, private sector investment, etc. These types of records generally date from the 1980s through 2010 and contain a variety of materials, such as: correspondence and internal memoranda; conference materials; and external publications.

The records of the World Bank's Grant Committee are also contained in this series. In 1981, the Bank's system for making grants to development institutions and conferences was streamlined and consolidated within the External Relations Department. From 1981 to 1987, IRD provided the staff for the roles of chairman and secretary. Records include meeting minutes, internal memoranda, and correspondence with external organizations relating to their requests for funding. Records date from 1981 to 1987 and 1990 to 1993.

Records related to the Robert S. McNamara Fellowship Fund are also included in this series. The fund was proposed in 1981 and awarded its first fellowships in 1983. Records relate to the setting up of the fund, raising funds from Bank members, the establishment of a selection committee, and the awarding of fellowships. Records date from 1981 to 1986.

Unit budgeting and administration

Series contains records related to the budgeting and administration of the Office of the Vice President and its departments responsible for the external relations function in the World Bank. Records are predominantly from the 1970s and 1990s and include outgoing memoranda, reports, handwritten notes and ledger sheets in preparation for fiscal year business planning. The series also contains memoranda and notes relating to personnel administration and budget correspondence files of Information and Public Affairs (IPA) Directors Lars J. Lind (1967 to 1972), and John Merriam (1973 to 1974), which provides contextual information about IPA's organization and activities.

Technical assistance

The series contains records relating to technical assistance projects that were managed by the International Relations Department's Technical Assistance Division (TAD) and its predecessors. The functions of technical assistance coordination and United Nations liaison were the responsibility of the Technical Assistance and Liaison Department (TAL) from 1946 to 1961. TAL was terminated in 1961 and these functions were transferred to the Technical Assistance Division (TAD) of the Development Services Department and subsequently to the External Relations Vice Presidency as part of the newly formed International Relations Department (IRD) in 1973. Records in this series are predominantly from 1973 to 1983.

The majority of the records in this series relate to technical assistance projects that are almost entirely funded by the United Nations Development Programme (UNDP) or its predecessor, the UN Special Fund (UNSF), but administered and executed by the Bank. A very small portion of the series relates to technical assistance directly supporting Bank Group lending operations.

Records document TAD and its successor TAL's role in coordinating technical assistance between the Bank's operating departments and UNDP and UN or, for Bank-funded projects, between project consultants and Bank departments. Records consists of correspondence and supporting documents that cover the appraisal and negotiation of proposed projects in addition to the project's administration. Topics include: payments and use of funds; budget revisions; TA consultants contract arrangements; and project evaluation and reporting.

Correspondence is between TAD and the respective World Bank regional or sector departments or vice presidencies, UNDP and other UN officials, senior government officials, and project manager consultants and includes copies of outgoing memoranda, letters, telexes and cables. The correspondence is filed with project documents and includes: proposals and plan of operation; contracts; externally-produced reports, many issued by UNDP; Bank project evaluation draft reports and final reports; newspaper clippings; and occasionally plans and diagrams. A portion of country files that are labelled 'Miscellaneous' contain correspondence and supporting proposals for projects requested by the government for UNDP assistance and were sent by UNDP officials for Bank comment.

Also included in the series are IRD correspondence files relating to general technical assistance administration and procedures. Records include copiesof outgoing memoranda between IRD senior staff including Director Shirley Boskey and successor Shahid Javed Burk as well as TAD Chief Vincent J. Riley, senior advisors, and other Bank staff. Some correspondence is authored by IRD Directors or other senior staff to be sent by World Bank President McNamara or Clausen, or Vice President of External Relations Jose Botafogo. A portion of the correspondence is also with external bodies including UNDP officials. Series also contains semi-annual reports on the Bank's technical assistance activities and other ad hoc reports as well as files related to UNDP's annual General Council meetings (1975-1976).

Although the technical assistance function was transferred from IRD to the regional vice presidencies in 1981, a few correspondence files in this series extend to 1986 and reflect IRD's continuing function in advising on operational activities with UNDP and UN bodies. Files from this period contain copies of outgoing memoranda and reports about technical assistance projects managed by UNDP, discussion of the relationship of technical assistance advisors with UN Resident Coordinators, and communication on country projects as well as a copy of World Bank Technical Paper WTP23 "Twinning of Institutions: Its Use as a Technical Assistance Delivery System", released in 1984.

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