By special request, I have created this thread to provide a resource for people to learn when and how to repot their succulents. This process may be intimidating at the beginning, given there is some risk involved, but with a few simple things in mind you can reduce that risk greatly.
Experienced growers: Please share your tips and techniques for repotting succulents. By that I mean moving them to a bigger pot, or doing soil replacement/root pruning and returning them to the same size pot, whatever the goal may be. Some things to consider...
1. When do you usually repot? (With respect to plant size, also time of year, time of day, time in watering cycle, etc.)
2. Do you disturb the root ball? Do you prune the roots?
3. Do you remove some/most of the soil? How do you decide whether soil replacement will be helpful?
4. How much bigger should the new pot be (if at all)?
5. What special tools or tricks do you employ?
6. What specific steps or approaches do you view as particularly important in reducing the risk of adverse consequences?
And if you're new at this, ask about whatever concerns you and hopefully a forum regular will be able to help.
I would like to ask everyone to please stay on topic, so this can be the most useful resource. It would be excellent if you could share a few pics to illustrate the process.