I live by the rule not to do any work on a tree that has been with me less than a full growing season. For trees bought in summer that can mean more than 1,5 years.
I don't have this as a rule, but it is pretty much what I do. I don't think I can pick up a tree, look at it for a minute, and automatically know what to do. For deciduous trees, I really need to see the branches with no leaves, and that means wait until winter.
Look at it for a while, come back next week, look again, and after a while I know where the main branches are, what to cut, etc. It takes a while.