Updated: July 18, 2025

Transplanting trees is a critical horticultural practice that allows gardeners, landscapers, and arborists to relocate trees for aesthetic, environmental, or developmental purposes. However, the success of transplanting heavily depends on the techniques used during the lifting process. Proper lifting ensures minimal damage to the tree’s root system, reduces transplant shock, and promotes healthy growth in its new location. This article explores essential techniques for lifting trees during transplanting, focusing on preparation, equipment, methods, and post-lifting care.

Understanding Tree Transplanting

Before diving into lifting techniques, it’s important to understand what tree transplanting involves. Transplanting is the process of moving a tree from one site to another. It is often done when construction or landscaping plans require tree removal from one area or when a tree needs better growing conditions.

The key to successful transplanting lies in preserving as much of the root ball as possible since roots are crucial for water and nutrient uptake. Disturbance or damage to roots can cause stress leading to dieback or death.

Factors Influencing Tree Lifting Techniques

Several factors affect how you should lift a tree for transplanting:

  • Tree Size: Larger trees require more careful handling and specialized equipment.
  • Tree Species: Some species have delicate roots or specific growing habits.
  • Root System: Deep vs. shallow roots influence digging depth.
  • Soil Conditions: Rocky or compacted soil requires different tools.
  • Time of Year: Dormant seasons are usually preferred for transplanting.

Knowing these factors helps determine the appropriate lifting technique and tools.

Preparation Before Lifting

Preparation is critical to ensure the tree’s survival.

1. Watering

Water the tree thoroughly a day before lifting. Well-hydrated trees tolerate transplantation stress better. Avoid overwatering, which can make soil muddy and heavy.

2. Pruning

Prune dead or overgrown branches lightly to reduce water loss after transplant. Avoid heavy pruning as leaves help produce energy necessary for recovery.

3. Root Pruning (for large trees)

For large transplants planned months in advance, root pruning can be done to encourage new feeder root growth inside the intended root ball area. This provides a more compact root system that is easier to lift intact.

4. Marking the Tree

Mark the north side of the tree trunk with tape or paint to maintain orientation when replanting — this helps reduce stress by planting in the same direction relative to sunlight and wind.

Techniques for Lifting Trees

1. Manual Lifting for Small Trees

Manual lifting is suitable for small trees up to about 6 feet tall with manageable root balls (typically under 18 inches in diameter).

Steps:

  • Digging the Root Ball: Use a spade or shovel to dig a trench about 12 inches from the trunk all around in a circle matching the desired root ball size.
  • Undercutting: Dig beneath the root ball to free it, keeping it intact.
  • Wrapping: Wrap the root ball in burlap or cloth to prevent soil from falling apart.
  • Lifting: Grasp the base of the trunk gently but firmly and lift with assistance if needed.

Proper lifting avoids jerking motions that can damage roots and cause trunk injury.

2. Mechanical Lifting for Medium and Large Trees

Trees larger than 6 feet typically require machinery like tree spades or cranes.

Tree Spade Method

A tree spade is a specialized machine equipped with sharp blades that encircle and dig around the root ball simultaneously.

  • Procedure:
  • Position machine around the tree trunk.
  • Activate blades to cut through soil and roots.
  • Lift entire root ball with machine’s hydraulic arms.

This method minimizes root disturbance and accelerates transplant time.

Crane Lifting

For very large specimen trees:

  • Dig around the tree manually or with mechanical assistance.
  • Secure sling straps around the root ball and trunk (avoiding bark damage).
  • Use a crane to lift and transport the tree carefully.

Cranes require expert operators due to weight distribution challenges.

3. Air Spade Excavation Technique

An air spade uses compressed air to remove soil gently without damaging roots. This technique is excellent for exposing roots delicately before lifting.

  • Carefully expose major roots by blowing away soil.
  • Cut roots cleanly if necessary with sharp tools.
  • Wrap exposed roots with moist burlap before lifting.

Air spades are useful particularly in rocky or compact soils where shoveling risks root breakage.

4. Root Ball Size Determination

Root ball size depends on trunk diameter measured at 6 inches above ground level:

| Trunk Diameter (inches) | Root Ball Diameter (feet) | Root Ball Depth (feet) |
|————————-|—————————|———————–|
| Up to 1 | 1 | 1 |
| 2 – 3 | 2 | 2 |
| 4 – 5 | 3 | 3 |
| Larger than 5 | Consult an arborist | |

A properly sized root ball preserves enough roots for survival but balances transport feasibility.

Post-Lifting Care

After successfully lifting a tree, proper care is essential:

  • Immediate Transport: Move quickly to reduce drying out of roots.
  • Keep Roots Moist: Wrap roots in wet burlap or plastic during transport.
  • Plant Promptly: Replant within 24 hours if possible.
  • Stabilize Tree: Stake newly transplanted trees against wind movement.
  • Water Regularly: Keep soil moist but not waterlogged.
  • Mulch Around Base: Helps retain moisture and moderate temperature.
  • Monitor Health: Watch for signs of stress like leaf wilt or discoloration.

Common Mistakes to Avoid

  • Lifting trees by their trunks rather than by supporting root balls.
  • Using improper equipment or inadequate manpower leading to injury or damage.
  • Neglecting watering schedules before and after transplanting.
  • Cutting too many branches causing excessive water loss.
  • Moving trees in hot weather without adequate hydration measures.

Avoiding these errors improves chances of successful transplantation dramatically.

Conclusion

Lifting trees during transplanting is an intricate task that demands knowledge, precision, and care. Whether you rely on manual labor for small specimens or advanced machinery for large trees, understanding appropriate techniques ensures minimal stress and maximum survival rates. Proper preparation, correct sizing of root balls, gentle excavation methods like air spading, safe handling practices, and diligent post-transplant care collectively contribute toward thriving transplanted trees.

By mastering these techniques, landscapers and gardeners can confidently relocate trees while preserving their beauty, value, and environmental benefits — shaping sustainable landscapes for years to come.