Master Procedure Manual
Wiring & Styling Procedure
Guiding trunk line direction, branch architecture, and foliage pads using annealed aluminum or copper wire.
Technical Execution Steps:
- Wire Selection: Select aluminum wire for deciduous/broadleaf species (flexible, easy to manipulate) or annealed copper for conifers (holds stiff wood with smaller wire gauge).
- Gauge Calculation: Choose a wire thickness roughly 1/3 the diameter of the branch being bent.
- Anchoring: Always anchor wire firmly at the base of the trunk or by double-wiring two adjacent branches together to create leverage without pulling roots.
- Wrapping Mechanics: Apply wire evenly at a 45° angle along the branch. Avoid trapping foliage, petioles, or secondary buds under wire loops.
- Bending Technique: Support the outside curve of the branch with your thumbs to distribute tension evenly and avoid snapping brittle wood.
Structural Pruning Procedure
Major trunk taper establishment, heavy primary branch selection, and unwanted structure removal.
Technical Execution Steps:
- Sanitization: Sterilize concave branch cutters and saws with 70% isopropyl alcohol between trees to prevent vascular disease transmission.
- Branch Selection: Remove bar branches, vertical sucker shoots, inward-crossing limbs, and branches positioned on interior trunk curves.
- Cut Geometry: Make clean concave cuts on broadleaf and deciduous trees to allow flat callus roll. Leave short protective stubs on conifers and dieback-prone species (e.g., Boxwood, Bougainvillea).
- Wound Sealing: Immediately seal cut surfaces with waterproof cut putty or paste to retain internal moisture and block fungal spores.
Maintenance Pruning Procedure
Directional shoot trimming, terminal bud pinching, canopy cleaning, and silhouette maintenance.
Technical Execution Steps:
- Extension Trimming: Allow new shoots to extend 4–6 leaf pairs, then prune back to 1–2 leaves using sharp shears.
- Directional Budding: Always make cuts immediately above an outward-pointing leaf or node to direct future growth away from the interior trunk line.
- Conifer Pinching: Pluck long runner tips of junipers using fingertips. Avoid cutting foliage with scissors to prevent tip browning.
- Canopy Hygiene: Regularly remove yellowing interior leaves and organic debris to prevent scale insects, mealybugs, and spider mites.
Defoliation Procedure
Full or partial leaf removal to reduce leaf size, improve inner light penetration, and force ramification.
Technical Execution Steps:
- Vigor Verification: Ensure the spring leaf flush has fully expanded and hardened off (dark green, waxy texture) before defoliating.
- Cutting Technique: Cut leaf petioles (stems) in half using fine shears. Never pull or tear leaves off by hand, which damages dormant buds at leaf axils.
- Partial vs. Full: Perform partial defoliation (upper strong branches only) on species sensitive to energy exhaustion.
- Post-Care: Position defoliated trees in partial shade until new bud break occurs (typically 10–20 days).
Repotting Procedure
Root system reduction, root architecture correction, and substrate replacement for optimal drainage.
Technical Execution Steps:
- Unpotting & Root Raking: Tease roots carefully using a root rake or chopstick, working outward from the center nebari.
- Root Reduction: Remove thick downward-pointing taproots with concave cutters. Respect species-specific maximum root reduction percentages (see matrix table below).
- Pot Anchoring: Pass copper/aluminum tie-down wires through bottom drainage holes and secure the root ball firmly to the pot.
- Substrate Integration: Work granular aggregate substrate into all root voids using a chopstick. Water thoroughly until runoff is crystal clear. Keep in deep shade for 3 weeks post-repotting.
Fertilizing Procedure
Macro and micronutrient supplementation for growth vigor, internode control, and winter energy storage.
Technical Execution Steps:
- Spring Vigorous Phase: Apply balanced or high-N fertilizer (e.g., NPK 10-6-6 or organic BioGold) during initial spring extension.
- Mid-Summer Heat Pause: Reduce or pause chemical feeding during July and August heat. Rely on slow-release organic cakes.
- Autumn Hardening Phase: Shift to low-nitrogen, high-phosphorus/potassium formulas (e.g., NPK 3-8-8) from September through November to encourage root growth and winter hardiness.
- Micronutrient Drench: Apply chelated iron and trace minerals once per month to prevent alkaline leaf chlorosis caused by high summer watering frequency.
Master Species Reference Matrix (Zone 9b)
Complete technical guidelines, explicit limits, and warnings across all 6 procedures for 30 bonsai species listed in strict alphabetical order.
| Species Name | Wiring | Structural Pruning | Maintenance Pruning | Defoliation | Repotting | Fertilizing |
|---|---|---|---|---|---|---|
| American Blue Moon Wisteria | Nov–Jan (dormant). Swells rapidly in April; wire bites in 3–4 wks. Brittle wood; bend with raffia support. | Late Winter before bud break. Cut back long vines to 2–3 buds. Seal all cut ends >5mm. | Trim summer runners continuously to 2 leaves to encourage flower spur formation. | Partial defoliation only in mid-June on hyper-vigorous vines. | Max Root Cut: 35–40%. Repot Jan–Feb. High moisture soil mix; keep in shallow water tray in July/Aug. | High N in spring (10-6-6). Switch to high P-K (3-10-10) in summer. Pause fertilizers if temp >92°F. |
| Arbequina Olive | Year-round. Old wood is extremely stiff; use guywires. Wire bite timeframe: 6–8 wks in summer. | Late Feb–Mar. Can carve deadwood (jin/shari). Seal large cuts; dieback risk is low but clean cuts callus faster. | Pinch new shoots when 4–5 pairs form, back to 1–2 pairs. Scissor prune OK. | DO NOT DEFOLIATE. Causes severe branch dieback and stress. | Max Root Cut: 25–30%. Repot Feb–Mar. Highly gritty, well-draining soil mix (2:1 inorganic). Protect from rain post-repot. | Organic balanced cakes (6-6-6). Feed Mar–Oct. Pause chemical feed if temp >95°F. Supplement with chelated iron. |
| Australian Willow | Mar–July. Rapid summer extension; wire bite in 2–3 wks during June growth spurts. Inspect weekly. | Feb–Mar. Heavy cuts prompt vigorous backbudding. Seal cuts >5mm immediately to avoid dry dieback stubs. | Trim top canopy frequently to prevent loss of lower structural branches. Trim runners every 2 wks. | Partial defoliation in early June on outer canopy only. Protect bare wood from direct 9b sun. | Max Root Cut: 40–50%. Repot Feb–Mar. Vigorous root producer; requires thorough root rake-out. Keep moist post-repot. | High-nitrogen (12-6-6) spring/summer. Heavy feeder. Pause liquid fertilizers if temp >95°F. |
| Bald Cypress | Apr–July on green shoots. Bark is delicate; use guy wires or aluminum. Wire bite in 3–5 wks. | Feb–Early Mar before bud break. Trunk chops heal cleanly if cut concave and sealed. Carve jin on dead tops. | Pinch back green runners all summer with fingers or shears. Trim outer canopy to maintain silhouette. | Mid-June full defoliation SAFE on healthy trees. Re-flushes fresh green needles in 14 days. | Max Root Cut: 40–50%. Repot Feb–Mar. Submerge pot in standing water tub May–Sept to prevent root drying. | Heavy feeder. Balanced NPK (10-10-10) Mar–Sept. Acidic fertilizer preferred. Pause liquid feed if temp >95°F. |
| Bougainvillea | Wire green/young shoots only. Mature wood is extremely snap-prone. Wire bite in 3–4 wks during heat surges. | Late Mar–May (needs heat). Leave 1/2 inch stubs on cuts to prevent vascular dieback to trunk. Seal stubs. | Prune back long shoots after flowering to 2 nodes. Pinch blooming shoots to direct energy. | Full defoliation in June/July forces massive flush of colorful bracts. Ensure tree is fully healthy. | Max Root Cut: 20–25% MAX. Very fragile tuberous roots. Repot Late Apr–May when ambient temp >80°F. Shade 3 wks. | High P-K blossom booster (5-10-10) during blooming cycles. Pause all feeding if temp >95°F. |
| Cayenne Pepper | Wire semi-woody shoots early. Stems snap easily when mature. Wire bite in 2–3 wks. Clip-and-grow preferred. | Apr–May. Cut back to green node joints. Soft stems die back if cut too close to joint; leave small stub. | Pinch growing tips to encourage dense bushy ramification and woody trunk development. | Partial leaf stripping on large upper leaves only to allow light into low fruit nodes. | Max Root Cut: 30–35%. Repot Apr–May. Fast root growth; use light aggregate mix with 20% organic humus. | Balanced tomato/pepper feed (5-10-10). Pause chemical liquid feeds when ambient temp >90°F. |
| Chinese Elm | Jan–Mar (dormant). Rapid cambium swelling in May; wire bites in 3–4 wks. Check lines frequently. | Late Jan–Feb. Tolerates heavy trunk chops. Seal cuts >5mm. Massive backbudding on old bark. | Allow shoots to reach 4–6 leaf pairs, prune back to 1–2. Repeat 4–5 times per 9b season. | Late May–June full defoliation reduces leaf size by half. Place in 30% shade post-defoliation. | Max Root Cut: 40–50%. Repot Jan–Feb. Highly resilient roots; remove thick coil roots with concave cutters. | Balanced NPK (8-8-8) Mar–Oct. Pause chemical feeds during extreme summer heat (>95°F). |
| Chinese Wisteria | Dormant winter season. Soft wood bends easily; protect delicate bark with vet tape under wire. | Prune immediately post-flowering (April). Cut main vines to short spurs. Seal all cuts. | Trim runner tendrils every 2–3 weeks to 2 buds throughout summer to maintain shape. | Partial defoliation in June on vigorous runners only. Avoid stripping flowering spurs. | Max Root Cut: 35–40%. Repot Late Jan–Feb. Needs heavy water retention soil; place pot in water tray July/Aug. | Low N, High P-K (2-10-10) to promote flower buds. Stop all feeding if temp >92°F. |
| Crepe Myrtle | Spring shoot stage. Smooth bark scars permanently if wire cuts in. Remove wire within 3–4 wks. | Feb–Early Mar. Heavy cuts backbud reliably. Cut stubs flush and paste. Prone to powdery mildew if shaded. | Trim new shoots back to 2 buds until May, then allow to bloom on branch tips. | Full defoliation early June on healthy trees. Leaves re-flush smaller and clean of summer spots. | Max Root Cut: 35–40%. Repot Feb–Early Mar. Fast root generator. Standard 1:1:1 aggregate soil mix. | High phosphorus bloom food (6-12-6) spring through flowering. Pause liquid fertilizer if temp >95°F. |
| Dragon Willow | Spring green wood. Wire bite occurs in 14–21 days due to rapid expansion. Inspect weekly. | Feb–Mar. Prune heavy structural branches back to strong internal nodes. Seal large cuts. | Prune shoots back to 1–2 nodes continuously from March to October to manage extreme growth. | NOT REQUIRED. Constant shoot trimming naturally reduces leaf size. | Max Root Cut: 50%. Repot Feb–Mar. Aggressive roots. Submerge lower pot in water during summer peak. | Heavy nitrogen feeder (12-6-6) Mar–Aug. Pause chemical liquid feeding when temp exceeds 92°F. |
| Dwarf Jade | NOT RECOMMENDED. Fleshy stems crush/scar under wire. Use clip-and-grow directional pruning. | May–July (needs hot dry weather). Cut flush with sharp blade; allow cut to air-dry and callus. DO NOT paste. | Pinch out center terminal leaf pairs continuously with fingers to build dense pads. | Pinch off individual large mature leaves by hand to improve light. Full stripping unneeded. | Max Root Cut: 30–35%. Repot May–July. Keep root ball 100% dry for 5 days post-repotting to prevent rot. | Low-dose cactus feed (2-7-7) monthly Mar–Sept. Pause all feeding if temp >95°F. |
| Ficus Retusa | May–Aug. Soft bark marks easily; use aluminum wire. Wire bites in 3–4 wks in Zone 9b summer heat. | May–July. Sap bleeds white latex; seal cuts immediately to stop bleeding. Backbuds on bare trunks easily. | Trim shoots back to 2 leaves after 6–8 leaves expand. Thrives in humid 9b summer air. | Full defoliation in June/July forces compact new growth and smaller leaves. Shade 7 days post-defoliation. | Max Root Cut: 40–50%. Repot May–July (hot weather required). High coarse aggregate mix. Secure trunk well. | Heavy feeder. Balanced tropical feed (10-10-10) May–Sept. Pause chemical feeds if temp >95°F. |
| Glossy Ligustrum | Spring to Autumn. Flexible branches wire easily. Wire bite timeframe: 4–6 wks in active growth. | Feb–Mar. Cut concave and apply paste. Extremely resilient; shoots sprout from base and trunk cuts. | Trim active growth shoots continuously back to 1–2 leaf pairs to retain shape. | Full defoliation early June reduces large leaf size dramatically. Protect from 95°F+ sun for 10 days. | Max Root Cut: 40–50%. Repot Feb–Mar. Vigorous root mass; rakes out cleanly. Standard aggregate soil. | Balanced fertilizer (8-8-8) Mar–Oct. Pause chemical fertilizers during mid-summer heat spikes (>92°F). |
| Habanero Pepper | Wire green shoots gently. Stems become woody but remain brittle. Wire bite in 2–3 wks. | Apr–May. Cut back above healthy node joints. Seal cut tops with paste to avoid hollow dieback stems. | Pinch shoot tips regularly to encourage trunk thickening and short internodes. | Partial defoliation of large canopy leaves to expose flowering nodes to sun. | Max Root Cut: 30%. Repot Apr–May when warm. Keep roots moist; avoid severe root disturbance. | Tomato/Pepper formula rich in Calcium/Magnesium. Pause liquid chemical feed if temp >90°F. |
| Japanese Black Pine | Nov–Feb (copper preferred). Protect bark with raffia on heavy bends. Wire can stay 6–12 months. | Dec–Jan. Leave branch stubs when removing limbs to allow sap retreat. Seal stubs with putty. | Decandling: Cut spring candles late June (Zone 9b timing) to force equal 2nd flush of shorter needles. | Pluck old needles Oct–Nov, leaving 5–7 needle pairs per shoot to balance energy. | Max Root Cut: 20–25% MAX. Repot Dec–Feb. Keep 1/3 old mycorrhizal soil. Coarse pumice/lava mix. | Organic cakes Mar–May (stop before decandling). Resume organic feed Sept–Nov (4-6-6). Pause if >92°F. |
| Japanese Boxwood | Autumn–Winter. Wood is stiff and brittle; apply wire carefully. Wire bite timeframe: 8–12 wks. | Late Jan–Feb. Avoid heavy cutback in late summer. Cut branches leave small stubs; seal cuts. | Pinch tender green shoot tips back with fingers or shears in spring. Maintain outer foliage shell. | DO NOT DEFOLIATE. Leaves take months to recover; causes severe branch dieback. | Max Root Cut: 20–25% MAX. Repot Late Jan–Feb. Protect delicate feeder roots. 40% PM shade required in summer. | Organic mild cakes (5-5-5) Mar–May & Sept–Oct. Pause chemical feeds entirely when temp >90°F. |
| Japanese Garden Juniper | Sept–Mar (copper/aluminum). Do not trap foliage under wire. Wire bite timeframe: 3–6 months. | Oct–Feb. Create jin/shari on unwanted limbs. Seal live tissue margins tightly with cut paste. | Finger-pluck runner shoot tips Apr–Aug. DO NOT cut needles with scissors (causes browning). | DO NOT DEFOLIATE. Stripping foliage kills branches on junipers. | Max Root Cut: 20–25% MAX. Repot Feb–Early Mar. Never bare-root completely. High-drainage aggregate. | Balanced organic cakes (6-6-6) Mar–May and Sept–Nov. Pause all fertilizer in July/Aug heat (>92°F). |
| Japanese Green Maple | Dormant winter season. Delicate thin bark scars permanently. Wire bite in 2–3 wks in spring surge. | Late Jan before sap flow. Bleeds heavily if cut late; seal cuts immediately. Prone to trunk sunburn in 9b. | Pinch center shoot of new spring pairs before they unfold to keep short internodes. | Late May full defoliation ONLY on 100% healthy trees. Move under 50% shade cloth post-defoliation. | Max Root Cut: 30–35%. Repot Jan–Early Feb. 50% afternoon shade cloth MANDATORY June–Sept in 9b. | Organic low N (4-8-5) spring/fall. PAUSE all feeding June–Aug heatwaves (>90°F) to avoid root burn. |
| Japanese Kwanzan Cherry | Nov–Jan (dormant). Stiff, brittle wood; apply bends slowly with guywires. Wire bite in 4–6 wks. | Prune immediately post-blooming (Apr). High bacterial gummosis risk—seal cuts >3mm with cut paste. | Trim new shoots to 2 buds in May/June. Protect from 9b summer leaf spot fungi with fungicide. | NOT RECOMMENDED. High energy drain causes branch dieback on stone fruit. | Max Root Cut: 25–30%. Repot Late Jan–Feb before bud swell. Provide afternoon shade in July/Aug. | Balanced organic feed (6-6-6) post-bloom through June. Pause fertilizer during summer heat (>92°F). |
| Japanese Okame Cherry | Nov–Jan (dormant). Protect smooth bark with vet tape. Wire bites quickly during spring flush (3–4 wks). | Post-flowering (Mar/Apr). Cut back strong upper limbs to downward nodes. Paste all cuts. | Trim summer extensions back to 2 leaves. Good tolerance for mild winter chill in Zone 9b. | NOT RECOMMENDED. Causes shoot dieback and flower bud loss. | Max Root Cut: 25–30%. Repot Late Jan–Feb. Standard well-draining soil mix; water thoroughly. | Organic cakes post-bloom (5-7-5). Pause liquid chemical fertilizers if temp exceeds 92°F. |
| Japanese Red Maple | Dormant winter. Red bark is extremely soft; wire marks easily. Wire bite timeframe: 2–3 wks in May. | Jan before bud swelling. Avoid late pruning due to heavy sap bleed. Seal all cuts. | Pinch new terminal shoots early spring. Red foliage scorches easily under direct 9b summer sun. | NOT RECOMMENDED IN 9B. Red maples lack energy reserves under intense 9b heat. | Max Root Cut: 25–30%. Repot Jan–Early Feb. MUST keep in 50% shade cloth from May through Sept. | Low N organic cakes (3-7-5) spring/fall. STOP all feeding when ambient temp >90°F. |
| Judas Tree | Nov–Feb. Old branches are brittle; rely on clip-and-grow. Wire bite in 4–5 wks during spring growth. | Feb before flowering. Prone to dieback; cut stubs slightly long and seal with paste. | Trim summer shoots to 2 leaves after post-flowering foliage flushes out. | Partial defoliation in June on large outer leaves helps reduce leaf size and light interior. | Max Root Cut: 25–30%. Repot Feb before bloom. Deep coarse aggregate mix to avoid water stagnation. | Balanced organic feed (6-6-6) Mar–June. Pause fertilizer application during summer heat (>92°F). |
| Kaffir Lime | Spring–Autumn. Watch thorns during wiring. Green branches expand fast; wire bites in 3–4 wks. | Mar–Apr. Prune structural limbs above active nodes. Seal large cuts to prevent citrus dieback. | Prune back extension shoots to 2 double-leaves. Maintain open canopy for light. | NOT RECOMMENDED. Citrus relies heavily on broad leaf surface for energy storage. | Max Root Cut: 25–30%. Repot Mar–May (needs warm soil). Sensitive roots; avoid total soil stripping. | Citrus-specific formula with Chelated Iron & Magnesium. Pause liquid feed if temp >92°F. |
| Lantana | Clip-and-grow preferred. Woody stems break extremely easily under wire stress. Wire bite in 2 wks. | Mar–May. Cut back hard to main trunk wood; backbuds rapidly from old wood under 9b heat. | Trim shoots weekly during summer to maintain pad structure and encourage continuous blooming. | NOT REQUIRED. Weekly shoot trimming naturally keeps foliage tiny. | Max Root Cut: 40–50%. Repot Mar–May. Highly resilient, vigorous root producer. Keep moist post-repot. | Heavy feeder. High P bloom food (6-10-6) Mar–Sept. Pause chemical liquid feed if temp >95°F. |
| Lemon Cypress | Autumn–Winter. Stems are tender; use fine aluminum wire. Wire bite timeframe: 6–8 wks. | Feb–Mar. Never prune into bare wood without green foliage—bare branches will die back completely. | Finger-pluck tender shoot tips throughout spring. Avoid shearing tips with metal blades. | DO NOT DEFOLIATE. Conifer foliage stripping results in complete tree death. | Max Root Cut: 20% MAX. Repot Feb–Mar. Extremely sensitive roots; never bare-root. 30% PM shade. | Mild organic cakes (5-5-5) spring/fall. PAUSE all fertilizing during July/Aug heat waves (>90°F). |
| Pineapple Guava | Spring–Autumn. Flexible young branches wire well. Wire bite timeframe: 4–6 wks in summer. | Feb–Mar. Cut structural limbs back to visible outward buds. Seal large cuts. Tough bark. | Prune shoots back to 2 pairs of leaves after spring flush or post-blooming cycle. | Partial defoliation in early June on outer upper canopy only. Tolerates 9b sun well. | Max Root Cut: 30–35%. Repot Feb–Mar. Resilient roots; standard aggregate mix (1:1:1). | Balanced organic feed (8-8-8) Mar–Sept. Pause chemical liquid fertilizer when temp >92°F. |
| Rose of Sharon Hibiscus | Spring green wood. Stiff old branches break easily. Wire bites fast on spring growth (2–3 wks). | Feb–Mar (blooms on new wood). Cut back hard to primary structure. Seal all cuts >5mm. | Prune spring shoots to 2 buds until May, then allow flower buds to set on tip extensions. | June partial defoliation reduces large leaves on non-flowering structural branches. | Max Root Cut: 35–40%. Repot Feb–Mar. Coarse aggregate soil mix; requires high summer water volume. | High phosphorus bloom food (6-12-6) Mar–July. Pause liquid feed if ambient temp >92°F. |
| Sweet Olive | Late Autumn–Winter. Stiff stems; wire young wood only. Wire bite timeframe: 6–8 wks. | Feb–Mar. Cut back structural shoots after autumn flowering flush. Seal cuts to avoid dieback. | Trim shoot extensions back to 1–2 leaf pairs after growth flushes harden off. | NOT RECOMMENDED. Evergreen foliage recovers slowly if stripped completely. | Max Root Cut: 25–30%. Repot Feb–Mar. Prefers slightly acidic aggregate mix. Protect from peak 9b afternoon sun. | Balanced organic feed (6-6-6) Mar–May & Sept–Oct. PAUSE chemical feed during summer heat (>90°F). |
| Weeping Willow | Spring–Summer. Green shoots expand extremely fast; wire bite in 10–14 days in Zone 9b summer. | Feb–Mar. Prune heavy top limbs; backbuds aggressively. Seal cut ends to prevent dieback stubs. | Trim runner branches back every 2 weeks to retain weeping canopy shape and internal foliage. | Full defoliation in late May forces massive crop of delicate fine weeping shoots. Shade 5 days. | Max Root Cut: 50%. Repot Feb–Mar. Insatiable roots. Keep pot continuously sitting in shallow water tub May–Sept. | Heavy nitrogen feeder (12-6-6) Mar–Aug. Pause chemical liquid feeding when temp exceeds 92°F. |
| White Lead Tree | May–July. Rapid tropical growth; wire bites in 2–3 wks during high heat. Inspect regularly. | Mar–Apr. Prune structural branches back hard; prolific leguminous backbudding from old bark. | Trim bipinnate shoot extensions back to 1–2 nodes every 3 weeks to prevent leggy growth. | June full defoliation reduces compound leaf size effectively. Protect from wind post-defoliation. | Max Root Cut: 40–50%. Repot Mar–May (needs warmth). Deep taproots must be severed. Coarse aggregate mix. | Low N, High P-K (3-10-10) as it fixates nitrogen naturally. Pause chemical feed if temp >95°F. |