Probably the most common question a bonsai beginner will ask is "What can I do with this?" That's when I just heave a big sigh and do the best I can. There are just so many factors involved. For starters, there is usually more than one 'tree' in any starter material. So one of the questions is "What do you want it to be?" Most material that is presented by beginners is just too young to show much of anything in the way of styling potential. So the next question is "How long do you want to wait?". Fortunately, there are some basic guidelines that can help you design your 'tree',
if you have some decent material to work with.
What is decent material? More than stick in a pot of course. Decent material will have a trunk with taper and an interesting trunk line. It should not need massive growth to increase trunk caliper. If it does, then it's too soon to use it for immediately styling other than planning a general shape and size. So the trunk should be essentially finished, at least up the first branch. To get any further with your design, there should also be branching. Branches that are not too thick and that fork into secondary branching makes it more workable, but at least having enough branches to create the major final branches is necessary to proceed.
Now that doesn't sound like much, but just go to any nursery and try to find something like that. It's pretty difficult. Most nursery plants that fit this descriptions are going to be overgrown shrubs in one to five gallon size containers. These can make nice small bonsai in a few years and the basic structural work can be done in one session. Deciduous material is the easiest to work with because it will usually bud back if there is little or no growth close to the trunk where you need it. Conifers that have enough branching for immediate design work have all their foliage too far from the trunk, so that if you created the outline you wanted, you would have to remove all or most of the foliage and probably kill it. Thus, you can buy nice conifer candidates, but you usually can't just take them home do the kind of design work that you as a beginner want to do. You first have to prune them back to force foliage closer in,
then do the design work months or years later.
Probably the most important rule that should be etched into every beginner's mind is the
six to one rule. This is the rule that virtually every novice on the face of the planet violates, and every mallsai every created violates. This rule tells you how big your bonsai is going to be.
Most real bonsai have a trunk that is six times taller than the width (or caliper) of the trunk. This isn't something that requires you to actually measure to get an exact ratio of six to one, but nearly every
real bonsai will be in the range of about
three to one (fat) to
ten to one (tall and thin). Most bonsai will fall around a mean of
six to one. So if your bonsai is taller than ten to one, it just isn't going to look like 'bonsai'. You can rail all you want about stupid rules, and how you are only doing this to please yourself, etc, etc, but, the truth is, you just won't be creating bonsai. You will be creating a stick in a pot, and that is exactly how it will look.
Armed with the six to one rule, you are ready to begin. Now you know how tall your 'tree' is going to be. The next rule to apply is
create a triangular outline. There are a lot of correlations to this rule which would refine the outline, but for initial styling, all you need to know is that you need a triangular outline with the top point as the apex. Beginners tend to make the outline too broad. Good bonsai will usually have all the foliage relatively close to the trunk.
The wider the base of the foliage outline triangle, the smaller the trunk will appear. Keeping the outline tight will enhance the trunk. You can start with a wider base for the first round of pruning and refine it to a narrower outline as work progresses. Knowing that this triangular outline is the shape of your 'tree' allows you to cut cut off
everything outside this outline. This reduces the thinking process tremendously.
Now you have a basic shape and height. The rest of the work is more difficult and will require study and practice, but almost anyone can do it. More rules will follow. I have illustrated these ideas below with a series of pictures. The material here is
Cotoneaster microphyllus 'Thymifolius'. Cotoneaster is a wonderful bonsai teaching tool, because they are easy to grow, are very shrubby, and can make a decent small bonsai. You can often find overgrown one gallon size plants that can be treated immediately like the one below. The one I have illustrated here is a bit of a ringer because it is an older plant that has been pruned several times in the past to get some trunk movement. But you can often find such material in nurseries. The problem with Cotoneaster is getting a decent trunk caliper, so it will almost always be a small bonsai (remember that six to one rule!). You might easily end up with a six inch tall or even shorter bonsai from one gallon size material. A bonsai tall would have a 3/4 to 1 inch size trunk caliper.
Now look at the picture below. The white line defines the triangular outline and gives you the maximum final height of the finished 'tree'. You can cut off
everything else. This isn't rocket science. You just take a pair of shears and make a cone to create this outline (remember that a bonsai is three dimensional, so the rotated triangle is a cone).

Here is what you get after this preliminary shaping.

I should stop here and tell you that bonsai have a front and a back. I could write another whole article on how to determine the front (the angle from which you view it). But for this beginner analysis, I would just like to make two points. If at all possible, the front should display the most powerful and interesting aspect of the trunk and the base or buttress (the nebari). So if the trunk has some nice interesting curves, that's what you want to show. If it has a nice thick base and flare, you want to show that. If it has good radial roots anchoring the trunk, you want to show that. It's not often that you will get to show everything to it's best advantage, so it is usually a compromise. The second rule of choosing the front, is that that
the tree has to move toward you, not away from you, especially the apex. The apex can usually be grown toward you without too much difficulty, but the trunk is usually fixed, so you will have to position it so it leans slighty toward the viewer. Sometimes, but not always, you can accomplish this by tilting the tree. When it is repotted the next time, you plant it at it's new angle. Wooden wedges are great for angling the pot to get the best view while you are deciding. Always remember that you are working in three dimensions; not only can you rotate the tree to get a good front, you can tilt it as well. It is often amazing what a few degrees of tilt or rotation will make. I chose this as the front because the entire tree leans forward, there was no possibility of having the other side the front. It often isn't this simple.
Now you need to refine the tree somewhat. This is still gross pruning, so it doesn't require a whole lot of thinking. If look at the first picture closely you will see that there is a multitude of straight thin branches coming from the trunk and from larger branches. For deciduous trees, the only potentially useful part of these branches is the first inch or so, because that is where you would want the branch to fork and bend. You get it to fork by pruning it back to where you want the fork to be or just a little longer. When the branch buds back (sprouts) as a result of the this pruning, two things happen. First, you get an nice bend in the branch because one bud will break from the side. The second thing you get, usually, is another bud break that can be the side branch. Now there are many more branches than you want in your 'tree', but at this point, you don't need to think about it, just prune them all back, and don't remove
any of them. We will remove the extra branches later when we have decided on the final design. It is very easy to remove them now and wish you had them back later.
Here is the result of the next stage of pruning.

Now it is starting to look like a 'tree', but it needs final branch decisions, final trunk line decisions, and refining. I need to stop again and talk about trunk lines. This is a very simple, but extremely important concept in bonsai. The trunk line begins at the soil line (at the nebari) and continues up the trunk and finishes at the apex (top). That seems like a simple statement, but getting this final result can be extremely difficult and literally can take years or even decades for good bonsai. The trunk can have movement (curves), or it can relatively straight as in a formal upright. It can either end with the apex over the base (upright), or it can end with the apex off center (slanted). It can also end up below the rim of the pot (cascade or semi-cascade).
Now branches need to be selected. There are many rules of branch selection that I won't go into here, but they can be found in the
RULES article at the website. A few simple rules can be applied here. Branches should go on the outside of the curves, they should get smaller and finer in nature as you go
up the tree. They should also get closer together as you go up the tree. If you are in doubt, you should leave more branches than necessary, they can be removed later. In this particular tree, it had several thick branches that were already nicely formed, so it was an easy decision to keep them and remove the long straight thin branches entirely. However, had the thicker branches been
too thick, it would have been necessary to keep a nearby smaller branch and develop it. This takes time and most beginners want results
now. So, I left the more developed branches, although some smaller ones were also left for possible future development. Hopefully by now, you are getting a feeling of the potential for bonsai by recognizing the number of parameters there are to the various aspects. Read that sentence again. If don't know what "parameter" means, you should look it up, it's a great word and has particular import for bonsai.
Almost no beginner would have cut back the thicker branches as much as I did. There is a good reason. Think of branches as little horizontal trees. They should have movement and taper, just like the trunk. The only difference is that they are created relatively flat on the bottom. The get smaller and finer as go out toward the tip, the secondary branches get closer together, just like the trunk. The large branches on
this tree don't do this. Study the longer, larger branches. You can see in each one that there is a long straight section where they don't taper or move. They have to be cut back to where they become a problem. That is, where they stop moving, or where the taper stops, or where they begin to become boring. You will have to regrow and reform the rest of the branch from this point. This is a difficult thing to do when you are looking at a tree as in the photo above that almost looks finished, and you realize that you will end up with the tree in the photo below that looks bare and naked.
It is necessary, or you will have a flawed tree forever. Bite the bullet and cut them back, you will be thankful years later that you did.

Now look at the top of the tree in the picture above. Notice that there is a twin apex, or in other words, a fork at the top of the tree. This confuses the eye and breaks the 'flow' of the trunk line. There should be a clear undisputed trunk like to the apex. The apex itself can branch into a little crown, but it must be very fine in nature and the forking should be of equal or similar caliper branches. This is not the case here. The left hand apex is very heavy and lacks taper. The right hand apex is smaller and more refined. Many people might be inclined to go with the larger apex simply because it is larger, but this is a mistake. It is also a mistake to leave both. The correct choice is the right apex, the left has to be removed. In addition to the taper and the small nature of the right apex there is another reason to choose it over the left one. If you look at all the pictures, you can see in each one that there is strong movement to the right. There are bends, but the movement always returns to the right. This is the direction of the 'flow'. This is a vague concept, but like love you know it when you see it. The apex must always finish in the direction of the 'flow'. If you look at the left heavy apex, you will notice that it moves and finishes to the left; it changes the direction of the flow. Also notice that visually it forms a "C" with the portion below. The "C" formation is a classic sign of a fatal break in the flow. This is what I call
moving back on itself. I have coined this term because that is exactly how this formation makes me feel. Anytime I see a "C" formation in bonsai, it gives me an uncomfortable feeling. It closes off the flow and suggests a circle rather than a soaring upright visual movement. The flow gets stuck in the "C".
So, remove the left apex and this is the result. When it is next repotted, it will have to be tilted and rotated as shown below. Because of the strong movement of the trunk, the tilt and rotation are very critical. It will take some fine analysis to get it just right.

What's left to do? You will notice that I did
not repot the tree in this session. The last photo completes all that you can do at this time. Beginners want so badly to put the tree in a teeny bonsai pot, that they will invariably endanger the tree to do it. There is no good reason to do it. Bonsai is about patience, if you don't have the patience to do what's best for the tree, then you better take up knitting. This kind of work is only possible because the tree is in a larger pot with an established root system. The presence of the undisturbed root system will allow this tree to recover very quickly. By late fall, it will have filled out again and I will post another picture. I will
not prune it all until next spring. It could be repotted in early spring, but it might be better to wait even another season to use it's vigorous growth to solve some remaining problems such as scar healing.
Next season, it can be trained exactly as if it is finished bonsai. The next step is ramification of the branches and formation of the apex. The apex right now is only suggested, it will need a lot of work, but since the apex is formed from small branches only, that can easily be accomplished in one or two years. This will be a nice little shohin tree in about two to three more years. For this tree that means about 15 years total, but from ordinary nursery stock, you could achieve similar results in about 7 or 8 years. Since nursery stock of this size is already about 5 years old, you can get a decent little shohin in 2 to 3 years from material costing about $7
if you can find it. You might have to look at 25 to 50 trees of all the same age to find one that has the potential of this one. That's why I don't sell such material for $7. I have already gleaned the best trees for advanced material. You can of course spend a lot more time developing good stock yourself, but then you need to know a lot more than I have outlined here, and you need to spend the kind of time that I have spent in corrective pruning over the years. Or you can do both, most people do.