DIY Tree and Shrub Transplanting Tips and Precautions

Assessing Health and Conditions

Before you dig up a tree or shrub, it's imperative to evaluate its health. Look for signs of poor health such as loss of leaves, stunted growth, or discoloration. If you spot any of these symptoms, it might be better to leave the plant in its current environment.

Moreover, consider the move if the plant is in its dormant stage without leaves, reducing the shock from the transplant.

Timing Is Everything

The timing of your tree or shrub's relocation can determine its long-term survival. Late fall or early spring, when the plant is dormant, are generally recommended as the best times to transplant. This minimizes trauma to the plant, as it can dedicate energy to root growth without producing new foliage simultaneously.

The Right Tools for the Job

Prepare a designated set of tools specifically for the transplantation. This may include a sharp spade, pruning shears, burlap for balling, organic mulch, and a source of water post-transplant. The right tools can make the process more efficient and less stressful for the plant.

Step-by-Step Guide



Step 1: Plan the Move

Decide where the transplant will go and dig a new hole before you start. It's best to move the tree and immediately reposition it in its new home to reduce the time its roots are exposed to the elements.

Step 2: Root Ball Preparation

Start by digging a hole around the tree perimeter. For each inch of trunk diameter, the root ball should be 10-12 inches wide. When you have dug the right-sized trench, undercut the root ball, gently levering the tree to sever the roots below.

Step 3: Lift and Transplant

Once the root ball is properly prepared, carefully lift the tree and place it in the new hole. Ensure the tree is level and at the appropriate depth. Fill the hole halfway with soil, and water to settle, and then finish filling the hole.

Proper Techniques

When digging a trench, start from the outermost edge of the previously watered root zone. This will ensure you capture as many of the fine roots as possible. Lift the plant by the root ball, never by the trunk to avoid causing damage. Use clean, sterile tools and make clean cuts when pruning roots or branches that won't be needed.

Ensuring Root Ball Preservation and Irrigation

Once lifted, the root ball must stay intact. Keep it moist and wrapped in burlap or a similar material until the plant is replanted. Ensure the soil in the new location is damp but not waterlogged. After planting, water the tree thoroughly to settle the soil and remove air pockets.

Understanding Species Needs

Different trees and shrubs have varied needs. Understand the requirements of the particular species you're transplanting and cater to them. For example, some may be more adaptable to soil types while others could require specific conditions for stabilization.

Risk Management

Transplantation involves several risks such as damage to the root system, drought stress, and changes in the environment. Identify potential risks before you begin and plan accordingly. For instance, if your area is prone to hot, dry weather, consider the appropriate time to plant so the tree can establish itself before conditions become too harsh.

Minimizing Stress

There are several strategies to diminish the stress associated with transplantation. This includes choosing the least traumatic time, adequately preparing the plant and the site, handling the tree or shrub with caution, and providing the right aftercare.

Proper watering is crucial after transplanting to prevent water stress due to shock. Establish a regular watering schedule for the first year. Use fertilizers sparingly, if at all, as the focus should be on root development rather than excessive top growth.



Monitor the plant closely for signs of stress, such as wilting, yellowing leaves, or dieback. Timely intervention can often resolve these issues.

Taking care of a transplanted tree is a long-term commitment. Apply mulch around the base to retain moisture and regulate soil temperature. Regularly inspect the plant for health and growth, adjusting the care routine as needed.

The benefits of successful tree and shrub transplanting are numerous, from saving cherished plants to reshaping your landscape. By following the outlined tips and precautions, even the most novice DIY gardener can undertake this task with confidence.

Remember that patience and attentiveness are key ingredients to a successful transplant. The time and knowledge invested in each tree or shrub's relocation pay off in green every time you witness a thriving transplant take root in its new home.

If you need help or are unsure about any step in the process, don't hesitate to reach out to our ISA-certified arborists for guidance.