As I’m currently going through the process, I figured I’d share my thoughts so far. Much of my progress is a result of the amazing community here and the mentorship of other generous members.
The individual topics to be discussed have many great threads started (or new ones might be appropriate) but I wanted to put together a general overview of things to consider at the planning stages.
There are many many steps to success for a new orchard. For reference, I am focused on a piece of bare land, mostly cleared which appears to have been used for annual crop production in Z6 western Pennsylvania with no existing infrastructure or zoning restrictions. My list is as follows, not necessarily in order but trying to approximate chronologically:
Budget / finance / inherit/ lease land
Some land conservation groups lease for farming long term; Farm lenders and FSA loan options might be available; Home equity loans; 401k loans to yourself; Permies.com farmer transition; Other local or gvt farmer transition programs; Local gvt leasing programs
Land search within budget (if applicable).
Check Zillow, Trulia, Facebook marketplace, Craigslist, land.com and affiliates, local/county tax sales & repositories, realtors with contacts off market
Land closing
Include a title search and title insurance; I recently learned a lot of valuable information from this article about quit claim deeds.
Determine initial equipment needed for orchard setup and acquire; Learn how to safely operate equipment and seat belts all the time every time. YouTube has good instructional videos
One Call for utility locating/digging (811 in Pennsylvania)
Survey for property borders (unless already completed)
Soil testing for nutrient needs; Penn State and other universities/labs have affordable soil testing
Observe water flow paths, check sun angles and slopes, document existing plants/animal habits, account for existing site conditions in design
Mulch/ fertilize as needed; Horse boarding farms usually have free compost, contact local arborists, chipdrop.com
Irrigation as needed (could be surface storage or well drilling etc)
Fence and/or tree protection (leave border for mowing/maintenence, manage based on critter pressure expectations)
Swales for water management as needed; On contour swales help with water management and tree health long term
Plan orchard layout (row spacing, species based on water availability/nutrients/guild/sunlight availability/crop ripening time/mature sizing)