Prepare your Site / Irrigation.
Most new tree demise results from improper site preparedness and/or lack of hydrated conditions. When irrigation facilities are unavailable, it may be wise to fill prepared cavities with water, particularly where dry soil exists around the newly planted tree’s location. These dry conditions will tend to draw the water away from your new tree's root system and expose it to likely fatal dehydration. This is extremely important during summer months. Remember, until your new tree is completely established, always be certain to keep it thoroughly watered.
Preparation of Hole.
Remove existing soils a minimum of one and a half times the width of the container. Make certain the hole depth is slightly shallower so as to keep the root ball around 2″ - 3″ above your finished grade.
Tree Removal from Container.
Always gently remove your tree from its container. Helpful tips in this regard may be to gently strike the perimeter of the container with a rubber mallet or similar device prior to attempting to remove the tree. This will often greatly loosen the tight bond of the potting media from the outside container wall. With some trees you may wish to simply lay the container horizontally, roll and tap the exterior of the container and then gently pull the tree from the pot. In some applications, after removal from container, a forklift may be used to simply lift the tree from under the root ball and place in the hole. In certain instances with some trees, rubber mallet striking the exterior of the pot combined with proper trunk base strapping may be necessary with lifting being performed by equipment. Note that extreme care should always be use to avoid damaging the bark or what is often known as "girdling" or skinning the vascular cambium of the tree base. When trees are severely girdled, death of the tree will almost certainly result.
Scarify Roots.
Slicing the sides of the root ball in 3 to 4 locations together with cutting large roots to avoid the possibility of future root girdling is also often recommended.
Back filling.
When acceptable existing soils allow, use the same soil removed from the hole to refill. Using this soil permits successful transition of the roots into its new environment. Always remember to water while back filling to eliminate any air pockets that might otherwise exist. Create a small elevated earthen mote around the tree to help hold the water during the trees initial period of establishment.
Fertilize.
Fertilize the trees root system with starter tree fertilizer at the rate as recommended by its manufacturer.
Mulch.
Mulch your new tree planting with a 2″ to 4″ layer of mulch over the root system to increase moisture retention for your new trees root system. Avoid mulching directly against your new trees truck to reduce pest and other disease invitation.
Secure and stake.
Secure and stake your tree as may be necessary to prevent blow over during its establishment period.
Prune.
Properly prune any broken branches that may have occurred from shipping, handling and planting.