When the plant is rootbound or there is dieback on its growth, then it's ready to repot (early spring before growth starts), plant in a 2" bigger container in diameter and slightly deeper than the existing planter.
Use an indoor container mix that is well-draining. Add soil to the bottom to elevate the root ball.
Lift the plant and inspect the root ball. Notice if there are any dead or rotting roots and trim off with sterile pruners. If the plant is rootbound, cut through the roots to alleviate continued encircling. Trim up the side of the root ball so new roots will form.
Ensure the plant is sitting about 1" below the edge of the pot to avoid water spillage.
Add more soil and backfill around the sides by tamping down. Do not cover the current level of soil on the plant but add soil up to this level.
Water thoroughly, leaving the soil damp but not soggy. Add more soil after watering if the soil settles.
Before planting or repotting in a container, water the plant in the grower pot well.
Find a spot in the garden where there are at least 4-8 hours of direct sunlight each day.
Be generous by digging a hole twice the pot's width and 1 inch shorter than the grower pot to raise it above the soil level for good drainage.
Use a pitchfork or a sharp object to stab the soil walls to make several indentions for the roots to take hold.
Tickle the roots to loosen them if they wrap inside the container.
Place the plant in the center of the hole.
Fill the hole with water first, so the roots get another good drink.
Next, backfill with native soil mixed with compost by one third to one half (if the native soil is clay).
Add a rooting hormone fertilizer to this backfill mixture. Tamp the soil firmly down around the edges and mound up. Avoid covering the original soil level of the plant that was in the container.
Add mulch as needed but not next to the stem or branches of the plant.
Water lightly. Continue to observe the soil moisture each day, depending on the temperatures and soil drainage. Keep consistently moist.