Bates White New Branding and Templates

I began working for Bates White Economic Consulting firm shortly after they decided it was time for a new brand and identity. This included a new logo, new website, new business cards, new corporate templates (primarily in Word, Excel, and PowerPoint), just to name a few.

It was my job to take the new logo and brand and create or update countless files, and in many cases expand upon the determined brand identity. For example, the new brand’s color scheme only had 6 colors. With the type of economic work the firm does (lots of charts and other visual graphics), it was necessary to expand the color scheme to accommodate up to 15 colors that were easily distinguishable from each other, both on screen, and in print (in both color and black and white).

The new brand lead to changes in other logos, including the company’s philanthropic branch, Bates White Community Connection. I updated the colors to more closely correlate with the firm’s overall brand.

In addition to the need for new Office 2003 templates in the summer of 2010, the company upgraded to Office 2007 in the fall of 2010, and I created new (more robust) templates in Word, PowerPoint, and Excel, expanding on the current branding. After the upgrade, I lead a training course on how to use the new software, complete with handouts and step-by-step guides to make using the files easier.


The most complex template I (re)created was the firm’s frequently used Expert Report template, which uses dozens of styles, complex numbering, cross references, complicated page numbering, and specific table and figure styles.


The advantage of such a template is evident when several people are working on the same file. If everyone uses the same established styles, the transition between one person’s section and another’s is seamless.

After a report was complete (usually between 50 and 200 pages) and ready for submission, it was my responsibility to go through the report (or any file), and edit it as needed to ensure consistency throughout, as well as consistency with the firm’s other reports, and check for any mistakes with the formatting, figures, grammar or spelling.

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