This is how I would change the surface fleet with a POD of January 1933. I'll have to do a separate post about how if would affect the Battle of Atlantic (which the Germans still loose).
Aircraft Carriers
Don't build the Graff Zeppelin and Aircraft Carrier B. The shipyard workers and materials would instead be used to accelerate the building of the other ships.
Battleships
The 3 panzerschiffen are already built or building. Still build the Twins, Bismarck and Tirpitz. However, don't order the H class battleships and O class battle cruisers.
Cruisers
Normally I build an enlarged version of Leipzig instead of Nurnberg and the Hipper class. IOTL the Reischsmarine wanted to build Nurnberg as an 8,000 ton version of Leipzig to cure the faults in her and the K class. However, she had to be built as a repeat of Leipzig because the design team was busy with what became the Hipper class.
Instead a different heavy cruiser design was built, which to avoid confusion with the OTL Hipper class will be called the Moltke class. The ships were named Moltke (vice Hipper), Von der Tann (vice Blucher), Goeben vice (Prinz Eugen), Derfflinger (vice Seydlitz) and Roon (Lutzow). In common with OTL only 3 of the 5 ships were completed.
The Moltke class was essentially an enlargement of Leipzig armed with nine 8" guns in 3 triple turrets mounted in A, X and Y positions, with the same secondary, LAA and torpedo armaments as the OTL Hipper class. Its engines were more powerful versions of Leipzig's (low pressure) steam and diesel machinery so the Moltke class should have more reliable machinery than the Hipper class and greater range.
Large Destroyers
The first 22 Z-boats (Z-1 to Z-22) were built to the same designs as OTL. That is 4 Type 1934, 12 Type 1934A and 6 Type 1936.
However, the next 8 (Z-23 to Z-30) would have been ordered and built to the Type 1936B design armed with five 5" guns instead of the Type 1936A armed with five 5.9".
OTL the next 12 (Z-31 to Z-42) were originally ordered in the summer of 1939 to the Type 1938B design which was a smaller destroyer than Types 1934 and 1936. However, in September 1939 all were re-ordered as Type 1936A Z-boats. In the event 7 were completed to the Type 1936A design, 2 were completed to the Type 1936B design and 3 (Z-40 to Z-42) were cancelled and re-ordered as scout cruisers, which were not built. ITTL all 12 destroyers were ordered as Type 1936B ships in the first place and built to that design.
Subsequent large destroyers were built to the same designs as OTL, but only 3 (Z-43 to Z-45) were completed and it was too late for them to have any influence on the war.
Small Destroyers
12 small destroyers of Types 1923 and 1924 would still be built in the 1930s. However, 30 enlarged Type 1924s were built in the second half of the 1930s instead of the 10 F-boats and first 21 T-boats, which were failures. The enlargement to about 1,200 tons would be for improved endurance and seakeeping, although it would also allow for a fourth 4.1" gun to be carried.