What will you do? 

complete an introduction for your role 

maintain an awareness of how the local Citizens Advice is operating 

read papers for board meetings and attend four board meetings per year 

work on specific projects with other trustees or staff within the local Citizens Advice to further the strategic objectives of the local Citizens Advice 

take an active discussion during board meetings and work with other trustees to:  

set policy and strategy direction, set targets and evaluate the performance of the local Citizens Advice 

monitor the financial position of the local Citizens Advice ensuring that it operates within its means and objectives  

ensure that all the finances and supporting financial control systems of the local Citizens Advice are in order including that full financial records are kept for all transactions, that money is only spent for the purpose given, and that proper financial controls are in place to safeguard the organisation’s resources 

monitor the financial position of the local Citizens Advice ensuring that it operates within its means and objectives, ensuring that there are clear lines of accountability for day-to-day financial management 

seek the views of all sections of the community and monitor how well the service meets the needs of the local community 

ensure that the service plans for the recruitment and turnover of staff and volunteers 

review its own work and how effectively it operates including action for improvement