10 Simple Steps to a Perfectly Planted Tree or Shrub

Proper planting is essential to the health of your tree.

So you’re thinking about planting a tree. That’s great news! If you properly plant a tree, your tree will grow healthy and strong. New trees need good soil, sunlight, and space to grow a solid root foundation.

Planting a new tree doesn’t have to be overwhelming! Here’s a 10 step list to help you perfectly plant a tree.

1. Right tree, right place!

Before you begin planting, it is crucial to pick the right native tree species for the right spot. This will ensure that your tree has a long, healthy life. Why choose a native tree species? They withstand drought, benefit our local ecosystem, and are more resistant to pests and disease.

2. Find and expose the root collar

It's fairly common for trees that are purchased from a nursery to have their root collar buried. How do you find the root collar? Start digging into the soil at the top of the bucket or the top of the root ball. You might uncover a few small roots, but you are trying to find a larger structural root. A structural root is typically the same width as one of the main branches. The root collar is the place where that structural root connects to the trunk.

After locating the root collar, dig everything in the bucket down to that level. Now you have an exposed root collar which will help you determine how deep to dig your hole.

3. Measure and dig hole

Measure the root ball of your tree. The hole should be 3x the width of the root ball and exactly the depth from the root collar to the bottom of the root ball or pot to ensure that the root collar will not be buried. A buried root collar will stay moist and rot, killing the tree.

NOTE: Your safety is important! Before you start digging, be sure to call 811 to locate any underground utility lines.

4. Remove burlap sack or bucket

Squeeze the sides of the bucket and gently slide the tree out. If your tree is nested in burlap, cut and remove all twine and string that hold the burlap together.

5. Carefully place the tree in the hole

Gently place the tree in the hole. The most important part of placing the tree in the hole is to make sure the root collar is level or just above the surrounding grade. We recommend getting down on the ground and putting your head near the edge of the hole to ensure the root flare is above or at the surrounding grade.

6. Backfill (put soil back in the hole and mix with compost)

After you make sure the tree trunk is vertical, pack some dirt around the bottom third of the root ball to hold the tree in place. Then, fill the hole using a mix of soil and high-quality compost (no fertilizers!). Make sure you break apart any large clumps.

7. Gently compress the soil and add a final layer of compost.

Use one foot to gently compress the backfill soil around the base of the tree. Be careful not to overly compact the soil! The backfill must have plenty of pore space (like a sponge) to allow new roots to grow easily. Spread a final layer of compost on the compressed backfill.

8. Add wood chips!

Liberally apply wood chips around the hole. Wood chips help to protect the tree’s roots, retain moisture, and add nutrients to the soil.

9. Don’t bury the root collar!

Have we mentioned that it's important to be sure the the root collar is NOT buried? After laying wood chips, go back and make sure the root collar is exposed. Remember, a buried root collar will stay moist and rot, killing the tree.

10. Water your newly planted tree

Once you’ve put in the hard work to plant your tree perfectly, you’ll spend the first two years watering the tree. Checking to see if your new tree needs water is simple. Pull back the mulch from around the base of the tree, grab some soil in your hands, and squeeze it. If you can squeeze water out, your tree is sufficiently watered, but if the soil is dry and dusty, it may be time to water your tree again.

Remember! After you plant a new tree, the first year it sleeps, the second year it creeps, and in the third year, it leaps! Happy planting!

Not sure where to start? We’re always happy to provide you with a free consultion or answer your questions, send us a message.

Like this article? Pass it on.

Related Articles

Proper Care for Newly Planted Trees
8 Ways to Accidentally Kill Your Tree When Planting
Right Tree, Right Place: What to Plant and Where to Plant it
10 Native Trees to Plant in Central North Carolina
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