Pine tree saplings. Planting, growth. UF/IFAS Photo by Dawn McKinstry

It is Florida Arbor Day and all across the state people will be picking up trees and planting them for the future. It is also the time of year where large reforestation efforts are underway to get the next generation established. Planting trees is one of the most hopeful activities you can do. It takes a long time for a tiny forest seedling to become a titan of the forest. Similarly, a larger nursery grown tree planted in an urban setting takes a long time to get to the large shade tree that is envisioned. Whether in an urban or forest setting getting tree planting right is the difference between success and failure. Today we celebrate Florida Arbor Day, in large part because this is the best time of year to plant trees in our climate. Planting trees in the cold of winter means they can focus on growing and establishing a root system before the leaf and shoot growth they put on in spring. This is why states move their Arbor Day observance and the most southern and warm states like Florida, Louisiana, and Texas have the earliest celebrations.

So, what goes into planting a tree properly? Well, it is a lot more than green side up that is for sure. It takes lots of planning, care, and attention to detail. The specifics are very different when planting thousands of forest seedlings across a tract vs just a few large trees in a park. The basic principles are the same though and we will start with forest trees. For reforestation in forests the journey starts in specialized forest nurseries that produce the millions of trees needed to serve the forest industry of the area. Let’s take a deeper dive into getting tree planting right in this important time of year.

Tree Planting Tips in Forested Settings

Getting tree planting right in forest settings really starts with the tree species and seedlings used. If this is selected wrong, the seedling quality is low, and the seedlings are not handled correctly in shipment and the field; complete planting failures can occur. A failure is very costly as you not only have the cost for this year but the replanting cost the next, plus you lost a year of forest growth. Thankfully, it is very rare now since we know good planting protocols and follow them regularly. Forest seedling nurseries are extremely high tech operations and now provide the best seedlings in the world here in the U.S. The U.S. reforestation system is the envy of the world and the Southeast is the jewel in that crown routinely planting the highest amount of trees of any timber region globally. Entire research divisions at major universities plus state forest agency reforestation sections and the U.S. Forest Service Reforestation Division all work in concert to ensure our forests’ future. That is not to mention the massive private nurseries run by top flight companies that are experts in reforestation and forest management. Landowners and others planting trees now have the best access and reforestation material ever available in private hands, and companies provide the highest quality seedlings available in terms of seedling quality and improved tree genetics. By spending a bit more in reforestation a huge return can be generated when a stand is mature. Landowners can take advantage of this outstanding leap in reforestation technology, but old-fashioned due diligence and good planting technique is key to realize the outcome. First and foremost, the right tree species has to be matched with the right site and range of conditions where it will thrive. Off-site plantings that are not compatible with that species (such as loblolly pine on sandhills) may succeed from a survival standpoint only to fail long term (i.e. stunting and lack of volume development). Care of the seedlings during the planting operation is key to success and establishment though. Seedlings must be stored and cared for properly until planting is completed. Poor techniques will cause issues with root structure and growth and poor care and excessive storage times before planting will cause stress that can result in seedling death or loss of vigor that leads to loss of growth. Plant seedlings right though and you will have an excellent stand. Here are some tips to get tree planting right:

  1. Work closely with a good consulting forester, forest nursery, and or reforestation service provider. Coordinate seedling delivery, storage, and planting well in advance of the operation.
  2. Assess the weather conditions leading up to planting and do not be afraid to cancel if conditions are questionable.
  3. Store seedlings in refrigerated trucks or a refrigerated storage facility (optimal) or tarped in an area that is out of the wind and elements.
  4. Bareroot seedlings are the most sensitive and need to be planted as soon as possible and by skilled crews. Bareroot are prone to J-rooting and other issues if not planted with the correct equipment for the soil conditions and by highly trained and skilled crews. If machine planting ensure test runs are done to make sure the planting trench and packing system are working well and planting seedlings correctly.
  5. Ensure the seedling type and planting conditions are communicated to the crew well ahead of arrival for logistical purposes. A Consulting Forester is invaluable here and results are usually better when a landowner uses a consultant that can coordinate. Issues like planting crews showing up with 4 inch container dibbles (the industry standard) when the landowner has ordered 6 inch containerized seedlings can be a disaster.
  6. Conduct quality control and spacing checks throughout the planting operation to make sure seedlings are in good condition and being planted according to best practices and the planned reforestation operation. Communicate with the crew on changes needed. Crews want to do a good job and usually enjoy working together with the forester or landowner to get the best job done.

Urban Forests

Man walking a trail in Oak Hammock. UF/IFAS Photo: Thomas Wright.

We have passed the forest tree category and we move to the urban forest and what is really the art of individual tree management. Urban forests are very different from natural forests, but they are still forests and the management principles of forestry still apply. The primary difference is planting operations in natural settings involve thousands of trees and usually count on a certain amount of loss. Urban reforestation and tree planting can rely on just a few to several hundred trees depending on the scope. The main difference is urban operations use single large container trees that have been grown for several years in the nursery and will be planted in very specific locations. There is a significant focus on each tree and the investment per tree is huge by comparison. Given this it is highly desirable that each tree live and the expense and investment in each individual tree necessitates this. Urban forests also have ready access to things like irrigation, tailored fertilizer, and many other tree care options to improve establishment. Most Arbor Day activities focus on these urban planting operations and things like tree dedications. To get it right let’s look at what we need to do to get urban trees planted right in our urban forests.

Tree Planting Tips for Urban Areas

Urban trees have a rough life compared to their relatives in the natural forest. Natural forests do not have the myriad of issues that the urban forest does, but that does not mean trees can’t thrive in our urban ecosystem. Here in the Florida Panhandle, we have some of the largest and most densely covered urban forests in our city centers and metropolitan areas. In fact, our urban forest tree cover is some of the highest in the country. This is likely due in large part to our lush semi-tropical forest ecosystem that naturally thrive here. With good management our Urban Forest just sort of forms and towers over our urban landscape. Another factor supporting this is the local community commitment to tree planting and tree care. The vast majority of our incorporated communities are Tree City USA certified and many private HOA communities have HOA rules that require tree cover maintenance. These are good things for our tree cover and our communities are much more livable, enjoyable, and healthy due to our amazing urban forest. To maintain our urban forest though we need to plan tree planting and management, if for now other reason than to replace trees that die or are lost over time. As our area grows and develops new trees need to be planted in urban areas to replace ones lost as the natural forest was converted. Doing this right means more success, healthier trees, and better use of public funds through better survival. Here is what you need to know to plant a tree right in your urban setting.

  1. Right Tree Right Place! Planning is key and far too many times it is overlooked. Urban forests have limited root and crown growing room. Planting a towering Southern Red Oak in an area with only space for 40% of this tree at maturity will not be a success. Yes, that tree is small and dainty now, but in our climate it will grow into a towering tree in no time. Similarly, trees that drop fruit (like Sweetgum) or create a bit of a mess (like Sycamore) may not fit well in an area. Perform a through assessment of the planting spot and determine what size and characteristics are needed. Then compare it with our outstanding variety of native trees and select the right one.
  2. Thoroughly assess the planting site and determine any mitigations that are needed. Locate and determine all utilities, rights of way, and other issues. Remember that utilities have the right to trim any tree that comes into their right of way and that includes roots and branches. If the tree will interfere consider relocation or selecting a smaller tree. Sometimes a tree will tolerate the maintenance activities associated with a utility or right of way but sometimes it will not.
  3. Determine the soil characteristics on site and perform a soil test. This is probably the most overlooked issue, and many people plant trees without any thought to the soil. Since trees are big and tough their site needs often get ignored. It is easy to forget trees have preferences in water depth, PH, density, and nutrient needs. Compaction is particularly a problem in urban settings and a soil test can detect it. If compaction is a problem, develop a plan to mitigate it prior to planting.
  4. Determine if amendments are needed and/or beneficial and apply accordingly. For urban trees preparing a planting hole and root establishment zone is critical to success. Fortunately we have some of the best options and methods of doing this now that we ever have before. Biochar, soil mycorrhizae (beneficial fungi) inoculants, long term release tailored fertilizers, and multiple other options mean a planting hole can be so much more than a hole. Explore the options and select what time and budgets allow, the tree will certainly do much better with good amendments to establish a strong root system early.
  5. Plant the tree properly and using good techniques. You can take a whole class on this and still have some more to gain on technique. It is a much more complex operation than it initially appears. It is more than just getting the tree in the ground straight and level. It starts from the minute the tree arrives from the grower to the maintenance over the establishment years. Common mistakes are too small/too large a hole, incorrect depth, improper backfill and setting, failure to mulch or improper mulching technique.

Arbor Day is a good reminder that trees are a valuable and important part of the world we inhabit. That is true in a pristine forest or under the favorite shade tree at your local golf course. Except for some of the shortest-lived trees most will certainly outlive us. The longest will outlive tens of generations of we humans. Let’s hope that the trees we plant this Arbor Day are successful in establishment and benefit many generations to come.

Ian Stone