Early spring, while plants are dormant, is the ideal transplant window. Transplanting an active plant is like surgery on a waking patient—traumatic and often fatal.
Dormancy begins with a hard freeze in fall and ends when buds swell in spring. Transplant anytime before leaf-out. Green, swollen buds are okay; developed leaves mean wait until fall.
Whenever possible, dig a soil ball. Rule: 12 inches of root ball diameter per 1 inch of stem caliper. A 2-inch stem needs a 24-inch ball. If bare-rooting, keep roots damp and minimize air exposure.
Cutting roots during transplant stimulates fibrous lateral roots that absorb water and nutrients better. Some nurseries undercut roots with a tractor a year before digging to create a denser root system. You can root-prune a struggling landscape plant in dormancy to rejuvenate it.
Eliminate air pockets when backfilling. Water thoroughly. The plant will develop new roots and establish more successfully with a proper root ball and minimal top growth loss.
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