1. Study the rules of your chosen role-playing game. Being intimately familiar with the rules structure is essential to understanding what you are doing, and understanding is the foundation of mastery.
As a player, whether the rules are inadequate or overwhelming, you must understand both the rules and the spirit of the game (Step #3). It is this accepted combination that leads to such exasperation with rules lawyers who focus solely on Step 1 and have no use for Step 3.
An adept GM can help overcome player shortcomings in the area of rules knowledge. But if the player consistently makes mistakes with movement or feats during combat rounds, the gameplay will be impacted negatively. Likewise, forgetting that a paladin has smite evil available can be the difference between success and failure. Two players understanding the rules for flanking is going to be much more effective than if only one does. Hard to flank by yourself!
2. Learn the goal(s) of the game. In other words, understand what the role of the PCs is in the game environment- the responsibilities and obligations of the player characters around whom the game world revolves. This is not the same as knowing what your individual role as a PC is; that is covered in step 9.
Gygax moves under the umbrella of the Player Character (PC) for several steps. Again using AD&D, he contrasts the styles of play and problem solving of fighters (brawn), magic users (brains) and thief (stealth). Playing different character classes (or types) gives you different perspectives on how to tackle problems and succeed in the game. In essence, he is saying that you can look at what types of character (classes) are available and how they are structured/function. From this, you can learn about the goals of the campaign world and the game itself.
He roams rather broadly on this point and doesn’t talk too much specifically about the game goals. But the concept is that you can explore the RPG system through playing different types of characters. Playing a ranger will certainly provide you a different experience and require a different approach to problem solving than playing a sorcerer. And a lawful good paladin will function differently than a neutral druid. He also contrasts the class (profession) system of character creation from the skill system. The way the character is built and functions gives an understanding of what the player can expect in the RPG. While I get what he was saying, I found this Step (as he explained it) to be rather muddy and easier to understand in its Step 9 form.
Now, the parameters within a specific campaign can certainly be affected by the character constraints and the goal. Solving a mystery (like TSR’s Bone Knot Hill) will rely upon a different skill set and likely party composition than a slugfest dungeon crawl (like Necromancer Games’ Rappan Athuk Reloaded). But that is a micro look at what Gygax is saying, and he was really making his point a macro level.
Next up: Step Three – Spirit of the Game