New Tree Planting

Information on proper practices for planting a tree with a nine-step approach to successful planting and establishment.

By TreesAreGood®

International Society of Arboriculture

TAG Planting Tree Steps 8 by FreepikTreesAreGood®

New Tree Planting

Purchasing a tree is an investment, and how well that investment grows depends on the type of tree selected, the location, and the care provided. The information here breaks down proper practices for planting into a nine-step approach.

TreesAreGood New Tree Plant 4 (2019-10-19) by Eduard GoricevTreesAreGood®

When to Plant

Ideally, the best time to plant is during the dormant season—in the fall after leaf drop or in the early spring before bud break. Ensure the weather conditions are cool and allow the plant time to establish roots in the new location before spring rains and summer heat stimulate new top growth. 

TAG Planting Tree Steps People (2009-10-20)TreesAreGood®

Planting Stress

Balled-and-burlapped trees lose a significant portion of their root system when dug at the nursery. As a result, trees commonly exhibit what is known as “transplant shock.” Transplant shock is a state of slowed growth and reduced vitality following transplanting.

TAG Garden Center Man Watering (2019-11-20) by Antonio GravanteTreesAreGood®

Container Trees

Container trees may also experience transplant shock, particularly if they have circling (girdling) or kinked roots that must be cut. Proper site preparation, careful handling to prevent further root damage, and good follow-up care reduces transplant shock and promotes faster recovery.

TAG Planting Tree Cabin (2019-05-05)TreesAreGood®

How to Plant a Tree

Carefully follow these 9 steps to plant a tree. Before planting your tree, be sure you have located all underground utilities prior to digging. 811 is the USA's call-before-you-dig phone number. Anyone who plans to dig should call 811 or go to their state 811 center’s website.

TreesAreGood Steps Planting a Tree (2021-04-20) by Bryan Kotwica and Shawna ArmstrongTreesAreGood®

Step 1:

If the trunk flare (where the trunk expands at the base of the tree ) is not visible, remove excess soil prior to planting. After planting, ensure trunk flare is partially visible.

Step 2:

Dig a shallow, broad planting hole. Holes should be 2–3 times wider than the root ball, but only as deep as the root ball.

Step 3:

If wrapped, remove any cover from around the root ball and trunk to facilitate root growth. Remove wire basket, or cut one or two rings off so it is low-profile and will not interfere with future root growth.  Inspect tree root ball for circling roots and straighten, cut, or remove them.

Step 4:

Place the tree at the proper height. When placing the tree in the hole, lift by the root ball, not the trunk. The majority of tree’s roots develop in the top 12 inches (30 cm) of soil. Planting too deep can be harmful to the tree.  

Step 5:

Straighten the tree in the hole. Before filling the hole, have someone examine the tree from several angles to confirm it is straight.

TAG Planting Tree Steps Shovel by FreepikTreesAreGood®

Step 6:

Fill the hole gently but firmly. Pack soil around the base of the root ball to stabilize it. Fill the hole firmly to eliminate air pockets. Further reduce air pockets by watering periodically while backfilling. Avoid fertilizing at the time of planting. 

TreesAreGood Steps Planting a Tree (2021-04-20) by Bryan Kotwica and Shawna ArmstrongTreesAreGood®

Step 7:

If staking is necessary, three stakes or underground systems provide optimum support. Studies have shown that trees develop stronger trunks and roots if they are not staked; however, it may be required when planting bare root stock or on windy sites.  Remove stakes after the first year of growth.

TreesAreGood Line of Mulched Trees (2014-06-16) by BlazenImagesTreesAreGood®

Step 8:

Mulch the base of the tree. Place a 2–3 inch layer of mulch, but be sure not to pile much right against the trunk. A mulch-free area of 1–2 inches wide at the base of the tree will reduce moist bark and prevent decay.

TAG Woman Water by Ukou KurokoTreesAreGood®

Step 9:

Provide follow-up care. Keep the soil moist by watering at least once a week, barring rain, and more frequently during hot, windy weather. Continue until mid-fall, tapering off as lower temperatures require less-frequent watering.

TreesAreGood Hand Tool Prune Wall (2020-01-23)TreesAreGood®

Other Follow-up Care

• Minor pruning of branches damaged during the planting process may be required.
 • Prune sparingly after planting. Delay corrective pruning until a full season of growth. 
 • If trunk wrapping is necessary, use biodegradable materials and wrap from the bottom.

Visit TreesAreGood.org for more information and free, downloadable brochures.

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