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Investments and Change Management Trustee

Role Description

The voluntary role of the Trustee with expertise in investments and change management will provide strategic oversight in guiding the Trust’s acquisitions and mergers initiatives, supporting the Executive in identifying and developing detailed proposals for specific projects.

The Investments and Change Management Trustee will have a commercial and pragmatic approach. They will contribute to high-level discussions around planning, legal considerations, and the overall direction of change management projects, whilst inputting into the securing of project finance and the navigation of the regulatory environment.

Responsibilities of Trustees include:

  • Being jointly and severally responsible for governance and strategic direction of the Trust;
  • Contributing to the effective working of the Board, ensuring it fulfils its obligations in helping to formulate and regularly review the strategic aims and objectives of the Trust;
  • Safeguarding the assets of the Trust;
  • Ensuring that there is a robust business plan in place and that the financial affairs of the Trust are properly run and maintained;
  • Working with fellow Trustees to ensure that the organisation functions within the legal and financial requirements of a charitable organisation and strives to achieve best practice;
  • Developing a constructive and supportive relationship with the Schools through regular communication and meetings, providing support, advice and challenge as appropriate in a non-executive capacity;
  • Acting as an ambassador for the Trust and supporting the Executive in representing the Trust to key stakeholders when required.

All Trustees should also be aware of, and understand, their individual and collective responsibilities, and should not be overly reliant on one or more individual Trustees in any particular aspect of the governance of the Trust.

Person Specification

Personal Attributes:

  • Possess integrity, objectivity, accountability, and honesty
  • Ability to inspire confidence and trust and to listen actively
  • Ability to be effective as part of a team, contributing independent judgement and perspective
  • Commitment to strategic support of the Trust and the Schools as they build vibrant communities, cultivate creativity, foster integrity, and transform lives

Experience and Knowledge of the following would be desirable:

  • A thorough understanding of good governance
  • A passion for and understanding of education, and the place that schools hold as the bedrock upon which young people build their resilience, explore their potential and achieve their success
  • Experience of oversight of acquisitions and mergers strategies
  • Knowledge of the best practice implementation of change management and organisational transformation
  • Keen interest in, and general knowledge of commercial activities