Plant shrubs properly by digging a wide, shallow hole and setting the root ball at or just above soil level.
The most common way to kill a new shrub is to plant it too deep. When the root ball sits below grade, water pools around the stem, roots suffocate, and the plant slowly declines. The fix is simple: dig a hole that is wider than the root ball but no deeper, set the shrub so the top of the root ball sits at or slightly above the surrounding soil, and backfill with the dirt you dug out. Getting this right in the first hour determines whether the shrub thrives for a decade or limps along for a season.
The Right Hole Size and Depth Matter Most
Dig the hole no deeper than the root ball. The Royal Horticultural Society recommends a hole the same depth as the rootball and three times as wide, while the University of Florida’s IFAS Extension advises going at least one-and-a-half times wider and one to two inches shallower. Go wider rather than deeper, because loosened soil around the sides lets new roots spread outward into the surrounding ground.
Before you set the shrub, check the depth. Place the plant in the hole and lay a shovel handle across the opening. The top of the root ball should sit level with or slightly above the handle. If the hole is too deep, add soil back to the bottom and firm it before planting. If the shrub settles after watering, the root flare ends up buried.
How to Plant a Shrub Step by Step
Start with a well-watered shrub. Soak the container thoroughly an hour or two before planting so the root ball is moist and holds together. Then follow this sequence:
- Dig the hole. Make it three times wider than the root ball and the same depth or slightly shallower. Loosen the soil along the sides of the hole so roots can push through easily.
- Loosen the roots. Slide the shrub out of its container and check the root ball. If roots circle the outside, loosen them gently with your fingers or a hand fork. The RHS advises untangling congested roots before planting. Cut away dead, diseased, broken, or excessively long roots with clean pruners.
- Set the shrub. Place it in the hole so the root flare sits at or just above soil level. Spread the roots outward if you are planting bare-root stock.
- Backfill with native soil. Use the soil you dug out of the hole, not bagged amendments. The University of Maryland Extension recommends filling soil around the roots and firming gently to remove air pockets.
- Water thoroughly. The RHS advises watering well until a puddle forms before it drains away. This settles the soil and eliminates trapped air around the roots.
- Mulch, but not against the stem. Apply a 2–3 inch layer of mulch over the root zone, keeping it away from the base of the shrub. The RHS recommends leaving a 4-inch mulch-free gap around the stems to prevent moisture damage.
If you are unsure which shrubs suit your landscape, a roundup of the best shrubs for landscaping can point you toward proven performers before you break ground.
Common Mistakes That Kill New Shrubs
Planting too deep leads the list. Every extension source flags this as the recurring failure. A hole that is too shallow is safer than one that is too deep — you can always add a little mulch, but you cannot easily raise a settling shrub.
Piling mulch against the stem is the second most common error. Mulch touching the bark traps moisture and invites insects and rot. Keep that 4-inch gap around the base, and keep the mulch layer to 2–3 inches across the root zone.
The third mistake is skipping root preparation. Circling roots left in place keep growing inward, girdling the shrub years later. Loosen them at planting time. Magnolia and eucalyptus are the exceptions — the RHS notes they resent root disturbance, so handle those root balls gently.
Finally, letting the shrub dry out in the first season undoes all the careful work. New shrubs need evenly moist soil through their first growing season, especially through hot and dry spells. The RHS notes that most shrubs are best planted from autumn to spring when the ground is not soggy or frozen; container-grown shrubs can go in year-round but need extra aftercare in hot, dry weather.
Soil amendments are a point of disagreement. Extension guidance favors native soil backfill, while some consumer guides suggest compost. When in doubt, use the soil you dug out. In sandy or heavy clay soils, the RHS advises mixing organic matter into the removed soil before backfilling.
Planting depth, hole width, and root preparation are the three factors you control at planting time. Get those right, keep the new shrub watered through its first season, and the plant does the rest.
References & Sources
- Royal Horticultural Society. “How to Plant a Shrub.” Covers hole size, planting depth, watering, and mulch guidance.
- Clemson Cooperative Extension. “Planting Shrubs Correctly.” Details on hole dimensions and root preparation.
- University of Florida IFAS Extension. “Planting Shrubs.” Advises on hole width and planting depth relative to the root ball.
