D1.1 Ex-post ex-ante bridging challenges

This report describes a meta-analysis of current practices of ex-ante appraisals and ex-post evaluations as developed in the domain of environment and climate policies. The resulting repository of 102 studies can serve as a source for policymakers, experts of economic evaluations and other stakeholders involved in the policy-making process to learn from current practices, especially through good practice examples.

D1.2 Best practices in economic appraisal methods
D1.2 analyses a number of economic appraisal methods used in the context of climate and biodiversity
policies in order to extract best practices that can be useful in the case studies in PATTERN. Section 1

provides a general description of the main approaches related to the proposed analysis in the case

. In section 2 we revise several applied case studies to extract common best practices proposed in
the different approaches. Section 3 is focusing on
the methods proposed for the PATTERN case studies
evaluation: Q
method, discrete choice experiment, carbon handprint, life cycle impact assessment,
EU CGE model and Agent based model. Finally, section 4 accounts for the main challenges and
needs iden
tified in the analysis.


D2.2 Theory of Change for the project’s case studies
PATTERN implemented a participatory process toward the production of Theories of Change for each of the elected Case Studies. The participatory process consisted in creating the Theories of Changes through the direct engagement in analysis and discussion of a number of stakeholders, policy makers, practitioners and evaluators. Such an endeavor has been based (a) on the stakeholder analysis, on stakeholders engagement and (b) on the Theories of Change creation process enabled by a general introductory and training session, a number of research meetings, several Focus Groups with Case Study Leaders and relevant stakeholders. This work supported the identification of evaluation methods for the policies and measures related to each of the Case Studies.

D2.3 Assessment of Social Impact in policy evaluation

PATTERN partners are presenting the result of their circumscribing the social side of the impact of the policies under study, entailing a connection with practitioners and academics engagement in extracting a Theory of Change from assumptions and rationales held by the actors involved. In this new result, the notion of impact was further elaborated and unpacked in multiple directions while analyzing on the social side. ToC models produced by PATTERN Case Studies (CS) define impact as peculiar element of a logical chain, as opposed to outputs and outcomes. The study insists on the notion of Accountability Ceiling (AC) in relation to the PAMs’ causal chain. An AC is a line beyond which the effects of the policy cannot be assessed and circumscribed to a precise extent. The effects that the policy has below the AC are certainly due to the intervention: without it they would not have taken place. The policies may contribute to effects above the AC, but they large and complex enough to be likely, or certainly, the product of other factors as well.


D3.1 Opensource database of the collected data

A metadatabase is essential for effective data management and integration. It provides a centralized metadata repository that can be used to manage and govern data across multiple databases and systems. PATTERN is a collaborative effort between numerous scientific and non-scientific partners to collect and analyze data related to environmental and climate policy evaluation. With each partner collecting their data, it is essential to have a centralized repository of information that describes the structure, content, and context of the data being collected. This is where Deliverable 3.1 comes into play. By having a metadatabase, PATTERN will be able to (1) ensure consistency, (2) facilitate data sharing, and (3) enhance data quality by better monitoring. This metadatabase will enable partners within the PATTERN project to manage and share data in a more effective way.


D4.3 Opmised conceptual guidelines for policy-makers

Guidelines integrated with lessons learnt on bridging ex-post and ex-ante from PATTERN’s 5 case studies

The optimised conceptual guidelines for policy-makers will be delivered in Decembre 2024!

D4.4 Guidelines on the use of a participatory approach in the evaluation process

Improved Theory of Change including the results in terms of interdisciplinary participatory approach and social impacts of climate and biodiversity policies.

The guidelines on the use of a participatory approach in the evaluation process will be delivered in Decembre 2024!


D5.1 PATTERN One-Stop Shop

Optimised and interoperable tools and methods, composed of 9 components developed in the below deliverables.

PATTERN One-Stop Shop will be delivered in July 2025!

D5.2 Operational decision support toolbox

Guidance on which methods is best suited for a particular case, starting from the 5 case studies of the project and building upon with the partners from the Community of Practice.

The operational decision support toolbox will be delivered in May 2025!

D5.3 User-friendly policy simulation system

Allows forecasting and visualising of the socio-economic potential impact of climate change.

The user-friendly policy simulation system will be delivered in May 2025!

D5.4 Recommendations for bridging of ex-post and ex-ante

Integrated guidelines including practical recommendations for the bridging of ex-post and ex-ante practices.

The recommendations for bridging of ex-post and ex-ante will be delivered in May 2025!

D5.5 Steps to implement parcipatory approach and Therories of Change

The steps to implement particupatory approach and Theories of Change will be delivered in May 2025!

D5.6 Lessons learnt from the 5 PATTERN case studies

The lessons learnt from the 5 PATTERN case studies will be delivered in May 2025!

D5.7 Open-access data of all the case studies

The open-access data of all the case studies will be delivered in May 2025!


D6.4 EU-wide Community of Practice

The EU-wide Community of Practice will be delivered in Decembre 2023!