From my perspective as a Black-eyed Susan, the best time for you to move me is when my energy is focused below the soil, not on top. This happens in the early spring, just as my new roots are beginning to stir and my shoots are barely peeking above the ground, or in the late autumn after my flowers have faded and my foliage has died back. During these periods, I am naturally dormant or moving towards dormancy. My metabolic processes have slowed down, meaning I'm not actively trying to support flowers or extensive leaf growth. This allows me to dedicate my stored energy entirely to re-establishing my root system in a new location, drastically reducing the shock of being uprooted.
My root system is my entire life. It is how I drink, eat, and anchor myself. To minimize shock, you must be incredibly gentle. Please water the soil around me deeply a day before the move. This ensures the earth holds together and protects my delicate root hairs. When you dig, aim to take a wide berth around my crown. For a mature plant, please try to excavate a root ball at least 6-8 inches deep and wide. The goal is to keep as much of the original soil clinging to my roots as possible. This soil contains the beneficial fungi (mycorrhizae) that are my partners in nutrient absorption. Severing this connection is a significant part of the shock.
The period between leaving my original home and being placed in my new one is the most stressful. My exposed roots are incredibly sensitive to sun and wind, which can dry them out and damage them in minutes. Have the new planting hole prepared in advance. If I cannot be replanted immediately, please place my root ball in a shaded spot and keep my roots moist by wrapping them in a damp burlap sack or newspaper. The quicker you can get me settled back into the earth, the less I have to struggle to survive.
To help me recover without shock, my new location should mimic my old one as much as possible. I thrive in full sun and well-draining soil. The new hole should be twice as wide as my root ball but only as deep. Planting me too deep will suffocate my crown and lead to rot. Gently place me in the hole, ensuring my crown is level with the surrounding soil. Backfill the hole with the original soil, gently firming it around my roots to eliminate large air pockets which can also dry me out.
Immediately after transplanting, water me slowly and deeply. This settles the soil around my roots and provides the essential moisture I need to begin rebuilding. For the first few weeks, you must keep the soil consistently moist but not waterlogged. This consistent moisture is the single most important factor in helping me overcome transplant shock. It allows my damaged roots to heal and new roots to venture out into the new soil in search of water and nutrients. Please resist the urge to fertilize me now; my tender new roots can be burned by fertilizer, adding to the stress. Let me focus on root establishment first.