I understand the concept of "balance", but I don't use that much anymore. I think it's a relic of past conventional thinking in hort when things were transplanted in landscapes. Of course, our fathers also used to cut out and throw away any foliage that was deviant and now we relish the possession of something different and carefully air-layer off anything that might become the next rage. Chimera have always been there, but we have a million new, great variegated and dwarf cultivars now because we don't do things like our fathers used to.
I don't do anything to roots and tops at the same time, with exceptions. Generally, I want to have as much foliage as possible to feed the roots and vice-versa, so I do one or the other and expose the newly dug to sunlight as much as I think it can handle vis-a-vis its normal requirements. Full sun plants usually will perish, -slowly or quickly in shade, and shade plants will die quickly in too much sun, but watering enough, -just enough, helps a lot. Never letting something in peril suffer from drought for one minute is very, very important and I think once some catastrophic event is allowed the game is over, period. Getting a sun lover into a little sun every day, like maybe some early eastern, or late western, or lots of high, bright indirect sunlight, but never any mid-day is key in my mind.
So, my system works perfctly every time right? No, of course not because that's only one of many aspects, but it works well enough for me.