Happy Trees Begin With Proper Planting

Proper planting is critical to a tree's health. How you plant your tree will determine whether it lives a healthy life or a short life plagued with issues.

How you plant your tree will dictate whether it lives a long, healthy life or a short life plagued by insects and disease.

Proper planting is the first and most important step toward growing happy trees. Proper planting can be boiled down to three primary goals:

  1. Choose the right species for the given location
  2. Provide space where new roots can easily grow and thrive
  3. Avoid burying the root collar
Goal 1:

Before you do anything, take some time to evaluate the planting site conditions.

Available sunlight, soil moisture, and soil pH levels are all important factors to consider when choosing a tree species.

In addition, space constraints are particularly important and perhaps the most overlooked site condition. You must evaluate the amount of available growing space for the roots and canopy. Do roots have room to grow without damaging hardscapes such as the driveway or sidewalk? Can the canopy expand without growing into power lines or rubbing against your house?

Once you have measured available space, choose a species that will fit comfortably within that space once the tree reaches full maturity.

Goal 2:

Newly planted trees need to quickly establish roots in the surrounding soil.

Young roots are weak and cannot push into the hard clay of North Carolina. Therefore it is critical that the soil surrounding the root ball be loose and well-aerated. To accomplish this, dig the hole at least 1.5 times the width of the root ball, though 2-3 times is preferable.

Once the tree is situated in the planting hole, backfill the area with loose dirt free of large clumps. Compress the soil lightly, but not too much – the tender roots must be able to grow. Once the backfill is in place, do not walk in this area. The weight of your footsteps may overly compress the soil.

Goal 3:

You must avoid burying the root collar at all costs.

Otherwise you will debilitate the tree with health issues and possibly kill it. This is perhaps the most important component of proper planting.

The root collar is located at the base of the tree, where the trunk flares out into roots that disappear underground. You must make sure this is visible. If it is not, clear away the dirt by hand until you find it. If the tree is very small and there is no flare, then dig down to the first structural root.

Once that is done, measure the depth from the root collar to the bottom of the root ball. Take this depth measurement and subtract an inch or two for any tree less than 10 feet in height, though more for larger trees. The resulting number is how deep you must dig the planting hole. Thus once you set your plant into the hole, the root collar will be above the surrounding ground. The tree will always settle an inch or two after planting, which means the collar’s final resting point should be right at grade.

As they say, a stitch in time saves nine.

This is certainly the case when it comes to planting trees. Improper planting leads to many tree health issues that cost time and money to correct, if they can be fixed at all. Proper planting is the beginning of a healthy, happy tree.

Like this article? Pass it on.

This article was featured in the Triangle Gardener Magazine

Related Articles

Happy Trees Grow From Healthy Soil
Native Tree & Shrub Planting
Mulch Volcanoes: the Mt. St. Helens of Tree Problems
Crape Myrtles: A Tale of Love, Murder, and Proper Pruning
Video | Learn How to Save Time and Help Heal Earth in Our New Book
Setting the Stage—A Conversation About Why Change is Necessary
Tree Root Structure
January 2024 Treecologist Tribune
Point of View: 2023 Year in Review at Leaf & Limb
November 2023 Treecologist Tribune
Bats are the Best (and, Unfortunately, They're Endangered)
October 2023 Treecologist Tribune
Video | The Story of A Seed
September 2023 Treecologist Tribune
Video | Meadows, Thickets, and Pocket Forests: Going Beyond the Traditional Landscaping Model
Strength in Numbers: The Basics of a Pocket Forest
Wondering How to Get Rid of Crape Myrtle Bark Scale?
August 2023 Treecologist Tribune
Video | From Seeds to Serenity: The Piedmont Prairie Process
10 Native Flowers and Grasses to Plant in a Central North Carolina Piedmont Prairie
July 2023 Treecologist Tribune
Video | Tree Roots Don't Break Pipes
Do Roots Cause Damage? Debunking 3 Common Myths About Tree Roots
Stop Blaming Tree Roots: 5 Ways to Proactively Prevent Property Damage
June 2023 Treecologist Tribune
10 Native Shrubs to Plant in Central North Carolina
Video | How to Manage Invasive Plants
Managing Invasive Plants
May 2023 Treecologist Tribune
Video | Earth Day is Every Day
Plants Make the Planet Go Round
Spring Scavenger Hunt
March Treecologist Tribune
We Are Safe At All Times: Our Approach to Tree-Climbing Safety
Video | Climbing with Archie: How to Climb a Tree Like an Arborist
Video | Day in the Life
February Treecologist Tribune
Why I Recommend Herbicide for Some Ecological Restoration Projects
Point of View: Behind the Scenes at Leaf & Limb
Video | How Hand Pruning Your Shrubs is Faster, Cheaper, and Healthier than using a Hedge Trimmer!
Checklist: Tools and Supplies for Hand Pruning Your Shrubs
Still Using Hedge Trimmers? Hand Pruning is Better for Your Shrubs
January 2023 Treecologist Tribune
Sapling Stories: Bald Cypress
October 2022 Treecologist Tribune
Friend or Foe? Snakes (Yes, Even Copperheads) Are Important to Our Ecosystem.
Project Pando Needs Your Help! How to Collect Native Tree Seeds
Project Pando: Community Seed Collection
Video | Piedmont Prairies: An Alternative to Grass and Lawns Where Beauty and Life Thrive!
August 2022 Treecologist Tribune
Planting a Piedmont Prairie Helped Change the Way I See the World
Piedmont Prairies: The Process & What to Expect
Video | How to Structurally Prune a Tree for Strength
[Case Study] Before and After: Structural Pruning on an Oak Tree
Video | How to Spot a Dead or Dying Tree
Video | Bigger is Not Always Better! Planting Small Can Lead to Big Benefits.
Bigger is Not Better! 3 Reasons Why You Should Plant Trees When They are Smaller
Video | How Invasives Harm Our Local Ecosystem (And the ONE Thing You Can Do to Help)
How Invasive Trees and Shrubs Harm Our Local Ecosystem and One Way You Can Reverse That Damage
10 Invasive Plants to Watch Out for in Central North Carolina
Spring Scavenger Hunt
Fascinators and Flagella: How to Host a Tea Party for Soil Microbes
Compost Tea Makes Soil Healthy and Trees Happy
Video | Tea for Your Trees
Video | Mulch Volcanoes: Deceptively Deadly
Are Mulch Volcanoes Threatening The Trees in Your Neighborhood?
Sapling Stories: Beryl's Beauties
Video | Sheep, Seeds, and Swales: An Update from Project Pando
6 Reasons Why Planting A Native Tree Benefits the Environment and Our Local Ecosystem
Video | Drop That Rake: Save Time and Money by Leaving Your Leaves
Project Pando: Native Seed Drive 2021
Video | How to Plant a Tree: The Definitive Guide to Proper Planting
10 Simple Steps to a Perfectly Planted Tree or Shrub
Video | 3 Ways City Life Stresses Trees (And What You Can Do to Help)
Why is Tree Care Important? Outside of the Forest, Trees Face Unique Challenges.
Emerald Ash Borers are Killing Trees. A Simple Treatment Can Stop Them.
Business Conservationist of the Year
Video | Did you Know? The Secret to Fertilizing your Trees and Shrubs Without Using Chemicals.
Chemical Fertilizers: 3 Surprising Myths and Why You Should Choose Organic Matter Instead
4 Options for Fertilizing Trees and Shrubs the Cheap, Easy, and Healthy Way
Video | 4 Fundamentals of Tree Care
Not Sure How to Care for your Trees? 4 Simple Steps to Happy, Healthy Trees
[Parody] Video | Introducing Timber: the Only Dating App for Trees
Video | Introducing Archie the Arborist: 5 Amazing Tree Facts
We Show That We Care: The History of Project Pando
How to Spot a Pine Borer Infestation
Video | How to Plant a Tree: 5 Questions to Ask Before You Pick Up a Shovel
Drop that shovel! 5 Questions to Ask Before Planting
10 Native Trees to Plant in Central North Carolina
Holiday Gift Guide for That Special Tree in Your Life
Measure What Matters - We are B Corp Certified!
Video | Wood Chips: The Secret Ingredient to Healthy Trees
Top 10 Reasons to Choose Wood Chips Over Other Types of Mulch
Healthy Eating Plate for Trees
Video | Welcome to Project Pando
Video | Structure is Strength - How to Make your Trees More Safe Using Pruning.
Are Your Trees Safe? Prune to Make Them Stronger.
How to Select a Safe Branch for a Tree Swing
Your Dirt is Hungry
Video | Soil is Alive
Recipe: Savory Soil Casserole
How Trees Can Heal Earth & What We Can Do to Help
Earth Day Bingo
Video | How Trees Can Save the Earth
Spring Tree Care Checklist
Spring Scavenger Hunt
Don't Make a Deadly Mistake: Top 10 Questions to Consider Before Pruning
Video | Planning to Prune? Use this simple framework and avoid deadly mistakes.
Video | Rooted by Our Purpose: A New Direction at Leaf & Limb
Why Dead Wood is Good Wood
Video | Want More Birds in your Backyard? Plant These Native Trees.
Best Native Trees for Butterflies
Fall & Winter Tree Care Checklist
Video | Fall Tree Care Checklist: Leave your Leaves, Plant New Trees, and Other Important Tasks
Top 10 Most Surprising Benefits of Trees
How I Learned to Love My Trees
Video | Trees are Critical to Our Future
Think Your Tree is Dead? Look a Little Closer
How to Spot a Dead or Dying Tree
Video | How to Spot the Warning Signs: Dead, Dying or Hazardous Trees
Right Tree, Right Place: What to Plant and Where to Plant it
Video | How To: Choosing the Right Tree for Any Location
Our Favorite Tree Recommendations for Tricky Areas
Using Fertilizer? Think Twice Before You Do.
The #1 Reason Most Soil Tests Don't Work
Friend or Foe: When to Take Action Against Pests
The Insect Apocalypse is Here. How Can You Help?
16 Fascinating Facts About Fungi
Mycorrhizal Fungi: The Unsung Heroes of Tree Care
Case Study: Watch How Soil Improvement Turned this Tree from Sickly to Stately
From Dead Dirt to Healthy Soil in 7 Simple Steps
6 Pruning Mistakes to Avoid
How to Install and Enjoy Your Rain Gauge
Help Save the Monarch Butterflies!
4 Fascinating Facts About Mistletoe
Proper Care for Newly Planted Trees
8 Ways to Accidentally Kill Your Tree When Planting
Drop that Rake! Why Leaving the Leaves is Vital to Your Trees' Health
Save Time This Fall: Leave Your Leaves
Video | How To: The Fundamentals Of Watering
Video | The Fundamentals of Mulch: Proper Care, Installation, and Selection
Too Many Choices: Which Mulch or Weed Barrier Should I Choose?
When Good Mulch Goes Bad
How To: The Fundamentals of Mulch Installation
Five Ways to Spot a Thirsty Tree or Shrub
Soaker Hoses, Irrigation Systems, and Treegators, Oh My!
Drought Resistant Trees
How To: The Fundamentals of Watering
The Joy of Planting Native Trees in Durham, North Carolina
Brightening Up Neighborhoods Across Durham
Changing lives one seed at a time in Durham
Soil Decompaction - An Essential for Good Tree Health
Emerald Ash Borer is in NC!
Cabling & Bracing - Options for Making Your Tree Safer
Tree Care for Crape Myrtles
How to Prevent Tree Damage
Help! My Tree Has a Disease!
Dragon’s Blood Tree
Deep Root Fertilization: Myths & The Truth
The Dangerous Truth About Ghost Insurance Policies
Happy Trees Begin With Proper Planting
Trees & Shrubs Need Check-Ups Too!
How To Protect Your Trees from a Lightning Strike
Mulching: A Cheap, Easy Way to Increase the Health of Your Trees!
Crape Myrtles: A Tale of Love, Murder, and Proper Pruning
The World's Oldest Trees
Help! Insects are Attacking my Trees & Shrubs!
Tree Care: Save Money and Increase Your Property Value
Root Collar Excavation is Critical to Your Tree's Survival!
Tree Risk Assessment: The Key to Safer Trees & Peace of Mind!
10 Tips on How to Choose the Right Tree Service and Avoid Scams
Happy Trees Grow From Healthy Soil
TCIA Accreditation: Empowering You With Confidence
What is Tree Care?
Mulch Volcanoes: the Mt. St. Helens of Tree Problems
Trees Need a Thriving Soil Food Web
Call Leaf & Limb Send an Intercom Message