To create a template:
- An OTB Revit template of the discipline (plumbing, structural, multi) and unit system (Imperial) - use this as the base.
- Basic items you will need in your models: type of projects, walls, floors, pipes, annotations, specialty equipment families, etc.
- Naming Standards for organization which also helps filter items in view templates and project browser
- Keep it simple. You will be constantly adding and modifying the template after every mistake, project deadline, version of Revit.
- Lessons learned from projects are the best feedback to help improve.
- Avoid bloating the RTE file with too much (crap).
- Avoid creating multiple templates.
- Never purge (Purge All) the template or your models. Only use selective purging of unwanted items.
- Do not use AutoCAD imports or workflows.
- Do not upgrade a template for more than 3 years. Start fresh every few years.
Feel free to share your ideas or the template if you want feedback.