Hey,
Just recently I created an Excel spreadsheet that did numerous things. First you would put in the type of tree, (Maple, Junipers, Olive, etc.) then if it were large/small, young/mature. After this info was put in, it would show what type of soil mixture to use, (how much of what) and what months to best transplant it in, along with some that transplant after defoliation.
It works seamlessly and can easily be added onto and refrenced.
If you would like, I'd be happy to help contribute to your cause.
-420