Becoming a Trustee

The Board of Trustees are the ultimate strategic decision making authority at Citizens Advice East Dorset. This is a voluntary role within the organisation and your contribution and involvement towards the running of our bureau will be very much valued.

The Board of Trustees currently meets four times a year at the Wimborne Office with meetings starting at 7.00pm. There may be other meeting or events to attend but these are not frequent commitments.

All Trustees will receive an induction and have the opportunity to attend further Trustee training events.

Citizens Advice East Dorset is a member of the National Association of Citizens Advice Bureaux (NACAB) which currently trades as CitA.

Trustee Board Members – Role Description

Main duties and responsibilities

Each individual member of the trustee board has a responsibility to contribute to the discharging of the board’s duties. They can do this by:

  • maintaining an awareness of the business of the Service
  • taking responsibility for their own learning and development
  • regularly attending, preparing for and taking a full part in meetings
  • actively contributing to setting policy and strategic direction, defining goals, setting targets and evaluating performance
  • monitoring whether the service complies with its governing document, whether it meets Citizens Advice standards and how well the advice needs of the local community are being met.
  • monitoring the financial position of the Service and ensuring that it operates within its means and objects, and that there are clear lines of accountability for day-to-day financial management
  • supporting the development of the Service through participation in agreed projects
  • actively seeking to further the strategic objectives of the Service, and acting in its best interests at all times
  • maintaining confidentiality about any sensitive/confidential information received in the course of duties as a trustee.

Personal skills and qualities

Each individual member of the Trustee board brings their own skills and qualities to the Board. They add to the collective knowledge and experience by providing:

  • commitment and availability to attend trustee board meetings
  • effective communication skills and willingness to participate actively in discussion
  • willingness to gain knowledge of local needs and resources
  • commitment to the aims, principles and policies of the Citizens Advice service, including those relating to equal opportunities, independence and social policy
  • willingness and ability to act in the best interests of the Service
  • ability to understand and accept their responsibilities and liabilities as trustees and employers
  • willingness to participate in democratic process which develops Citizens Advice policies regionally and nationally
  • numeracy to the extent required to understand Citizens Advice accounts with the support of a treasurer
  • willingness and ability to learn, and to develop and examine their own attitudes
  • ability to think creatively and strategically, and exercise good, independent judgement
  • ability to work effectively as a member of a team

Officers on the Board

In addition to these general duties and responsibilities, some trustees will also be officers of the board, and will have additional responsibilities.

How to apply

If you are interested in becoming a Trustee please contact manager@eastdorsetcab.org.uk or contact Dorne Hardyman on 01202 857100