1. Choose the Right Spot

• Ensure 6–8 hours of sun for most fruit trees and flowering shrubs.

• Check spacing: leave room for mature width and airflow.

• Avoid low areas where water collects and causes root rot.

2. Prepare the Planting Hole

• Dig a hole 2× the width of the container, no deeper than the rootball.

• Loosen surrounding soil so new roots can expand.

• In Bay Area clay soils, roughen the sides to prevent “pot effect.”

3. Set the Plant Correctly

• Keep the root flare above ground level.

• Backfill with native soil; avoid heavy amendments that create artificial soil layers.

• Lightly tamp soil—do not compact.

4. Water Deeply After Planting

• Slow, deep soaking helps eliminate air pockets.

• Create a small soil berm to hold water during the first months.

5. Mulch for Moisture & Weed Control

• Add 2–3 inches of mulch around the base, keeping it away from the trunk.

• Mulch stabilizes soil temperature during heatwaves and cold spells.

6. First-Year Care

• The first year is “establishment mode.”

• Water consistently, avoid heavy pruning, and protect from extreme heat or wind.